Skip ke Konten
Menu
Pertanyaan ini telah diberikan tanda
3 Replies
4596 Tampilan

Hi, is possible to auto assign leads for each of the sellers at a sales team? I can see that is possible like for certain criterias like country, etc. But is possibe to auto assign no matter what?

Image you have sellers A, B, C and D, So everytime a new lead arrives to the system, it will start assigning one by one, like:

lead 1 to seller A
lead 2 to seller B
lead 3 to seller C
lead 4 to seller D
lead 5 to seller A
lead 6 to seller B ... and so on.

Of course this will apply to leads from contact form or other modules that collect/create them.

Avatar
Buang
Jawaban Terbai

Hi Juan David Hurtado,

With automatic operations, you can make assignments according to the conditions and triggers you want.

Setting -> Technical -> Automatic Operations

You can give feedback.


Thank you, best regards.

Avatar
Buang

Hola Tugay.
Tendrás un ejemplo de ese que mencionas para este mismo caso. Quiero que todos los lead que ingresen a odoo, se repartan de forma equitativa dentro de un mismo equipo de ventas. Gracias

Jawaban Terbai

You might benefit from reviewing the module at https://github.com/odoo/odoo/tree/13.0/addons/website_crm_partner_assign

Avatar
Buang
Penulis

Thanks Ray for your answer. I guess that could work for partners (external companies/persons), not sure if that can be done for salespersons.

Post Terkait Replies Tampilan Aktivitas
1
Des 22
2309
8
Jul 18
10323
2
Apr 16
11236
Bulk Assign Leads Diselesaikan
2
Jul 15
7719
3
Agu 25
192