Skip to Content
Menú
This question has been flagged
3 Respostes
1725 Vistes

Thank you in advance to anyone who can help. My question is how to configure Odoo CRM so that the auto-assignment of salespersons occurs during the lead prequalification stage of the LEAD configuration, and not in the sales flow.

Avatar
Descartar
Best Answer

Define the domain in the assignment rule


Avatar
Descartar
Autor

Really thanks Jaideep, but in this case when I configure your suggestion, the lead changes to opportunities with a salesperson added, but I need that lead not to change to CRM sales flow, I need the lead to be in prequalification stage even after I have added a seller.

I had tested before responding and it hadn’t converted them to opportunities.
So, I would look if there are any other automated actions in play.. maybe stage change based on probability or salesperson etc. (likely setup for opportunities)

Autor Best Answer

Hello Marc

Yes, in that case, a the assignation ocurre in pipelines in Kanva view, but I need that the assignation  ocurre in the pre-classification stage "Lead"

Thanks.

Avatar
Descartar

Hi Dayron,

You could set a rule as Jaideep shown in the screenshot.

Thanks,
Marc

Best Answer

Hi Dayron,

Have you tried rule based assignment feature under CRM general settings?

Thanks,

Marc

Avatar
Descartar
Related Posts Respostes Vistes Activitat
0
de maig 22
1654
4
de juny 25
1659
1
de maig 25
1000
0
de maig 25
590
0
d’ag. 24
984