Skip to Content
Meniu
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
Această întrebare a fost marcată
3 Răspunsuri
1819 Vizualizări

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.

Imagine profil
Abandonează
Cel mai bun răspuns

Define the domain in the assignment rule


Imagine profil
Abandonează
Autor

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)

Autor Cel mai bun răspuns

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.

Imagine profil
Abandonează

Hi Dayron,

You could set a rule as Jaideep shown in the screenshot.

Thanks,
Marc

Cel mai bun răspuns

Hi Dayron,

Have you tried rule based assignment feature under CRM general settings?

Thanks,

Marc

Imagine profil
Abandonează
Related Posts Răspunsuri Vizualizări Activitate
0
mai 22
1695
2
aug. 25
1361
4
iun. 25
1775
0
mai 25
695
0
aug. 24
1021