Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I'm working setting up auto assign leads. I have the rules where I want them but I can't seem to sort out why it is converting them from leads to opportunities. I want them to stay as a lead and have the decision to convert them be made by the assigned salesperson.
How can I prevent auto assign leads from converting to opportunities?
You may ensure that 'Opportunity' check box in the related salesperson's Team configuration is not ticked and only 'Leads' checkbox is ticked.
Thank you for the suggestion. I tried leaving only leads selected for the sales team but it still converted it to an opportunity upon assignment.
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
1
mar. 24
|
2120 | ||
|
2
aug. 23
|
4162 | ||
|
2
apr. 25
|
18202 | ||
|
0
mai 20
|
3606 | ||
|
3
mai 19
|
5077 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
It seems to be an intended action. Not sure I will attempt to change it...
def _assign_and_convert_leads(self, work_days=1):
""" Main processing method to assign leads to sales team members. It also
converts them into opportunities.