Skip to Content
मेन्यू
This question has been flagged
1 Reply
4055 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?

Avatar
Discard
Best Answer

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 

Avatar
Discard
Author

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

Related Posts Replies Views Activity
4
दिस॰ 18
8538
0
मई 24
1618
0
जुल॰ 22
1507
0
मार्च 15
3502
2
फ़र॰ 24
1362