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
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
2
Antwoorden
7685
Weergaven
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
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
3
mei 20
|
4567 | ||
|
Field Sales Management in Odoo?
Opgelost
|
|
4
jul. 25
|
2334 | |
|
1
dec. 22
|
2266 | ||
|
8
jul. 18
|
10253 | ||
|
2
apr. 16
|
11207 |
