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Bulk Assign Leads

sales management leads
By
Brandon Gay
on 7/9/15, 3:42 PM • 1,155 views

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


Thanks,

Brandon

3

Ray Carnes

--Ray Carnes--
19827
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

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  • Purchasing

Major Skills:

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  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

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  • Requirements Specifications;

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  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

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  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!
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.

OR

Install mass editing.

https://apps.openerp.com/apps/modules/8.0/mass_editing/  

0

Axel Mendoza

--Axel Mendoza--
13020
| 7 8 8
Camaguey, Cuba
--Axel Mendoza--

DevOps - Full stack - Software Architect - Developer - Technology Integrator

I could help you to develop anything and solve complex problems based on technologies, integrations and tricky stuffs mostly in Python with OpenERP/Odoo, Zato, Django and many others frameworks programming languages and technologies.

I offers consulting services to anyone with an unanswered questions or needs for customizations. Think about it, maybe it's better to have an expert to solve your issues and projects than having a full-time employee trying to understand what to do and how

Reach me at aekroft@gmail.com
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: 1155 times
Last updated: 7/10/15, 1:08 AM