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Bulk Assign Leads

Brandon Gay
on 7/9/15, 3:42 PM 944 views

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



Ray Carnes
On 7/9/15, 3:55 PM

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.


Install mass editing.


Axel Mendoza
On 7/10/15, 1:08 AM

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

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Asked: 7/9/15, 3:42 PM
Seen: 944 times
Last updated: 7/10/15, 1:08 AM