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Bulk Assign Leads

By
Brandon Gay
on 7/9/15, 3:42 PM 544 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--
15717
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

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  • Training and Knowledge transfer;

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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. 

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--
10238
| 7 7 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 an 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: 544 times
Last updated: 7/10/15, 1:08 AM