How to set lead generation rule?

Question

CRM

Mily Shajan · Accepted Answer

Hi John

Choose the Visit to Lead Rule menu inside the configuration menu of CRM, we can access details, including the type and rule name of each rule individually .
Lead Rule [1]
assign lead based on rule [2]

Regards

[1] https://www.cybrosys.com/blog/how-to-create-visits-to-lead-rule-in-odoo-16-crm#:~:text=Users%20can%20develop%20various%20visits,Visits%20to%20Lead%20Rule%20window.
[2] https://www.cybrosys.com/blog/how-to-periodically-assign-leads-based-on-rules-in-odoo-16-crm

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
You can refer this blog to Assign Leads Based on Rules.
https://www.cybrosys.com/blog/how-to-periodically-assign-leads-based-on-rules-in-odoo-16-crm [1]
Hope it helps

[1] https://www.cybrosys.com/blog/how-to-periodically-assign-leads-based-on-rules-in-odoo-16-crm

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