Pular para o conteúdo
Menu
Esta pergunta foi sinalizada
1 Responder
4046 Visualizações

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?

Avatar
Cancelar
Melhor resposta

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 

Avatar
Cancelar
Autor

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

Publicações relacionadas Respostas Visualizações Atividade
4
dez. 18
8534
0
mai. 24
1615
0
jul. 22
1504
0
mar. 15
3501
2
fev. 24
1362