Importing Leads into Odoo CRM

Question

Hi Everyone!
I am administrator of CRM and I have two sales teams A and B. I myself not part of sales team. When I try to import leads into Odoo CRM then two problems occur.

01) I am assigned as sales person to every lead.
02) Secondly sales team A is showing as assigned team to leads.

Question: How can assign a specific sales team at the time of importing the excel file of leads. and similarly assign the leads to sales people based on rules in that specified sales team. Your help is highly ap

Ahmad · Answer

Thank you for your help however, I want the leads to be assigned to a Sales Team and I have already assigned a sale team against leads in the excel import file for that reason. Now I want the Odoo system to distribute the leads automatically among sales members in that sale team. Problem is that after import these leads are assigned to me automatically and I am not part of that assigned sale team. I am just administrator of Odoo CRM.

Chris TRINGHAM · Answer

You can populate *user_id* (salesperson) and / or *team_id* (sales team):
[EDIT] I can't recreate the case you describe.  If I upload a lead with a Sales Team but no salesperson and then run the "Assign Leads" function, it works.
As a workaround you could remove yourself as the salesperson using a Server Action and then run "Assign Leads".

Related Posts	Відповіді	Переглядів
Importacion de Atributos y Valores import	2 трав. 25	1487
Import from Winbooks Вирішено import	4 трав. 25	5245
can i import journal entries from Excel import	1 серп. 24	2504
Odoo 17 Studio import	1 лют. 24	3221
Importing records--is there an option to create a related record if it does not exist yet? import	3 жовт. 23	11276

Це запитання позначене

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