Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
2 Risposte
7722 Visualizzazioni

I need to assign a large group of leads to a sales person.  Where do I do this?


Thanks,

Brandon

Avatar
Abbandona
Risposta migliore

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.

https://apps.openerp.com/apps/modules/8.0/mass_editing/  

Avatar
Abbandona
Risposta migliore

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

Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
3
mag 20
4597
4
lug 25
2385
1
dic 22
2311
8
lug 18
10324
2
apr 16
11239