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?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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?
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
thank, i don't know cron before, i found it in Setting-->Automation-->Scheduled Actions
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
AanmeldenGerelateerde posts | Antwoorden | Weergaven | Activiteit | |
---|---|---|---|---|
|
4
dec. 18
|
8570 | ||
|
0
mei 24
|
1633 | ||
|
0
jul. 22
|
1522 | ||
|
0
mrt. 15
|
3517 | ||
|
2
feb. 24
|
1377 |