Odoo Help
Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
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Bulk Assign Leads
I need to assign a large group of leads to a sales person. Where do I do this?
Thanks,
Brandon
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.
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| Asked: 7/9/15, 3:42 PM |
| Seen: 848 times |
| Last updated: 7/10/15, 1:08 AM |