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salesleads
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Juan David Hurtado

Hi, is possible to auto assign leads for each of the sellers at a sales team? I can see that is possible like for certain criterias like country, etc. But is possibe to auto assign no matter what?

Image you have sellers A, B, C and D, So everytime a new lead arrives to the system, it will start assigning one by one, like:

lead 1 to seller A
lead 2 to seller B
lead 3 to seller C
lead 4 to seller D
lead 5 to seller A
lead 6 to seller B ... and so on.

Of course this will apply to leads from contact form or other modules that collect/create them.

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Tugay HATIL
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Hi Juan David Hurtado,

With automatic operations, you can make assignments according to the conditions and triggers you want.

Setting -> Technical -> Automatic Operations

You can give feedback.


Thank you, best regards.

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Juan Pablo

Hola Tugay.
Tendrás un ejemplo de ese que mencionas para este mismo caso. Quiero que todos los lead que ingresen a odoo, se repartan de forma equitativa dentro de un mismo equipo de ventas. Gracias

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Ray Carnes (ray)
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You might benefit from reviewing the module at https://github.com/odoo/odoo/tree/13.0/addons/website_crm_partner_assign

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Juan David Hurtado
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Thanks Ray for your answer. I guess that could work for partners (external companies/persons), not sure if that can be done for salespersons.