Bulk Assign Leads

Question

I need to assign a large group of leads to a sales person.  Where do I do this?

Thanks,
Brandon

Ray Carnes · Accepted Answer

1.  Assign a single lead to a specific salesperson.
2.  Export all leads to be assigned to that salesperson, including the one you've already assigned.  Just the salesperson field.
3.  The CSV will contain the ID of the lead and the salesperson.  Edit it to fill in the salesperson from the assigned lead to all others.
4.  Import the CSV.
OR
Install mass editing.
https://apps.openerp.com/apps/modules/8.0/mass_editing/  [1]

[1] https://apps.openerp.com/apps/modules/8.0/mass_editing/

Axel Mendoza · Answer

If your leads are not into the odoo database you could create an excel format for someone to enter the data and then import into the system using a custom parser

Aiheeseen liittyviä artikkeleita	Vastaukset	Näkymät
Automatic lead assignation for each seller Ratkaistu sales leads	3 toukok. 20	4642
Field Sales Management in Odoo? Ratkaistu sales management field	4 heinäk. 25	2448
Crm -> pipeline -> tag_ids required field Issue sales crm leads	1 jouluk. 22	2350
How to configure email account to automatically generate leads for every incoming mail? Ratkaistu sales email leads	8 heinäk. 18	10362
Can't see all leads/opportunities opportunities sales leads	2 huhtik. 16	11280

Tämä kysymys on merkitty

Nautitko keskustelusta? Älä vain lue, vaan osallistu!