Thank you in advance to anyone who can help. My question is how to configure Odoo CRM so that the auto-assignment of salespersons occurs during the lead prequalification stage of the LEAD configuration, and not in the sales flow.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
3
Odpowiedzi
1745
Widoki
Define the domain in the assignment rule
Really thanks Jaideep, but in this case when I configure your suggestion, the lead changes to opportunities with a salesperson added, but I need that lead not to change to CRM sales flow, I need the lead to be in prequalification stage even after I have added a seller.
I had tested before responding and it hadn’t converted them to opportunities.
So, I would look if there are any other automated actions in play.. maybe stage change based on probability or salesperson etc. (likely setup for opportunities)
Hello Marc
Yes, in that case, a the assignation ocurre in pipelines in Kanva view, but I need that the assignation ocurre in the pre-classification stage "Lead"
Thanks.
Hi Dayron,
You could set a rule as Jaideep shown in the screenshot.
Thanks,
Marc
Hi Dayron,
Have you tried rule based assignment feature under CRM general settings?
Thanks,
Marc
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
0
maj 22
|
1664 | ||
|
2
sie 25
|
1117 | ||
|
4
cze 25
|
1703 | ||
|
0
maj 25
|
637 | ||
|
0
sie 24
|
991 |
