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  1. Vsebine
  2. CRM
  3. Sales Teams Setup & Leads Assignment
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Domov └CRM └Sales Teams Setup & Leads Assignment

CRM

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Sporočilo vsebine
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
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    • CRM Basics and Pipelines 40 xp
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    • CRM Basics: Probabilities & Sales Teams 40 xp
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    • Wins and Losses 10 xp
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    • Sales Teams Setup & Leads Assignment 10 xp
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Sales Teams Setup & Leads Assignment

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In this video, learn how to configure Sales Teams in the Odoo CRM app. **Check out more Odoo tutorials** - CRM playlist: https://www.youtube.com/watch?v=RpPKOl85kuc&list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF **App documentation** - Assign leads with predictive lead scoring: https://www.odoo.com/documentation/17.0/applications/sales/crm/track_leads/lead_scoring.html?highlight=lead%20scoring - Manage sales teams: https://www.odoo.com/documentation/17.0/applications/sales/crm/pipeline/manage_sales_teams.html - All CRM docs: https://www.odoo.com/documentation/17.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo:  https://www.odoo.com/r/VcT - Start a free trial:  https://www.odoo.com/r/oH2

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1. What setting needs to be enabled to assign leads automatically to salespeople?
Automatic Assignment Assignment Rules Rule-Based Assignment Domain Rules
2. How can I set up a single email address for a sales team?
The ‘Email Alias’ field The ‘Team Email’ field The ‘Multi Alias’ field The ‘Single Domain’ field
3. Where can I edit the domain for my sales team’s automatic lead assignment?
Lead Assignment Automation Team Details Assignment Rules
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