Bulk Assign Leads

Question

I need to assign a large group of leads to a sales person.  Where do I do this?

Thanks,
Brandon

Ray Carnes · Accepted Answer

1.  Assign a single lead to a specific salesperson.
2.  Export all leads to be assigned to that salesperson, including the one you've already assigned.  Just the salesperson field.
3.  The CSV will contain the ID of the lead and the salesperson.  Edit it to fill in the salesperson from the assigned lead to all others.
4.  Import the CSV.
OR
Install mass editing.
https://apps.openerp.com/apps/modules/8.0/mass_editing/  [1]

[1] https://apps.openerp.com/apps/modules/8.0/mass_editing/

Axel Mendoza · Answer

If your leads are not into the odoo database you could create an excel format for someone to enter the data and then import into the system using a custom parser

İlgili Gönderiler	Cevaplar	Görünümler
Automatic lead assignation for each seller Çözüldü sales leads	3 May 20	4580
Field Sales Management in Odoo? Çözüldü sales management field	4 Tem 25	2366
Crm -> pipeline -> tag_ids required field Issue sales crm leads	1 Ara 22	2293
How to configure email account to automatically generate leads for every incoming mail? Çözüldü sales email leads	8 Tem 18	10298
Can't see all leads/opportunities opportunities sales leads	2 Nis 16	11231

Bu soru işaretlendi

Enjoying the discussion? Don't just read, join in!