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When an email is received and the email of the sender is recognised it will be assigned to the proper customer.
But when you see the lead, it does not have the salesperson of that customer as the assignee.
Has anyone found this logical? Any workaround (short of programming a module for that) A server action already in place?
Thank you in advance
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hi, Perso, I found this behavior normal... All depends of your company size ! To do what you wants, the easier way is a server action... (on_create, lead.user_id = partner.salesperson if partner_id and partner.Salesperson)
Thank you, Jérémy. Somehow I do not find it logical but your comment about company size gives me another perspective. Thank you again. I will try it.