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What trigger to execute Automatic Assignation Lead?

By
Rekhas
on 6/1/16, 11:22 PM 348 views

i try to implement this https://www.odoo.com/documentation/user/9.0/crm/leads/manage/automatic_assignation.html.

but i don't know when the unassigned lead  will be assigned automatically to salesperson or salesteam? what trigger?

1

Jérémy Kersten (jke)

--Jérémy Kersten (jke)--
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Jodoigne, Belgium
--Jérémy Kersten (jke)--

Jérémy is a member of the core R&D team since september 2013. He developed several projects for OpenERP version 8 including the eCommerce, the Google Calendar synchronization and the new product variants/configurator. Now, he manages Odoo website and themes for saas.

Jérémy Kersten (jke)
On 6/2/16, 2:59 AM

Hello

it is a cron which Trigger the assignation !

First step, scoring lead

first step, assigné to saleteam

second step, assign to saleman


you can define score to filter the best lead

you çan specific domain / Max lead by month / min score by saleteam and by saleman 

thank, i don't know cron before, i found it in Setting-->Automation-->Scheduled Actions

Rekhas
on 6/3/16, 5:30 AM

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Asked: 6/1/16, 11:22 PM
Seen: 348 times
Last updated: 6/3/16, 12:25 AM