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4067 Weergaven

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?

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Annuleer
Beste antwoord

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 

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Annuleer
Auteur

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

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