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3233 Zobrazenia

I am trying to set up a workflow that automatically sends an email to follow up on sales quotes. The criteria I want to apply is that one week has passed since the quote was sent without the users responding to the quote or contacting us via email otherwise.

What I am struggling with is finding a suitable filter to include users who have not been in touch with us during the last 7 days.

On which property should I filter to include only unresponsive users?




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Looking into the same issue. Did you get any feedback on this? Any suggestions from the forum on where to look?

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I am actually having a meeting with our agency about this issue next week. I will make a note to follow up here if there is an easy fix.

Best Answer

Create an automated action to created next activity and add you can add your filter apply inside it through the following example 

python:
follow_up_days = 7

date_threshold = datetime.now() - timedelta(days=follow_up_days)

  quotations = self.search([('state', '=', 'quotation'), ('date_order', '<=', date_threshold)])

  for quotation in quotations:
# Implement your logic to send the follow-up email here


return True

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