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Hello odooers,
I would like to create automaticly opportunities in my crm each month based on the following rule :
If my customer has ordered an article 1 year ago, i want to create an opportunity for this customer.
Can anyone help me please ?
Guillaume
Hi,
To automate the creation of opportunities in your CRM each month based on a customer's order history from one year ago, you can set up a scheduled action in Odoo. This action will check for customers who ordered a product exactly one year ago and create a new opportunity for follow-up.
Go to Settings > Technical > Automation > Scheduled Actions.
Refer the following image to add the values to the field for your specification:
Hope it helps.
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