I need to assign a large group of leads to a sales person. Where do I do this?
Thanks,
Brandon
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Akuntansi
- Inventaris
- PoS
- Project
- MRP
Pertanyaan ini telah diberikan tanda
2
Replies
7580
Tampilan
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.
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
Menikmati diskusi? Jangan hanya membaca, ikuti!
Buat akun sekarang untuk menikmati fitur eksklufi dan agar terlibat dengan komunitas kami!
Daftar| Post Terkait | Replies | Tampilan | Aktivitas | |
|---|---|---|---|---|
|
Automatic lead assignation for each seller
Diselesaikan
|
|
3
Mei 20
|
4523 | |
|
Field Sales Management in Odoo?
Diselesaikan
|
|
4
Jul 25
|
2217 | |
|
1
Des 22
|
2206 | ||
|
8
Jul 18
|
10190 | ||
|
2
Apr 16
|
11140 |
