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How can I make the leads be assigned to a user who has less leads?

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Huỷ bỏ

Good question! Even activating "Rule-Based Assignment" doesn't seem to be easy to create a rule in sales teams like the one for helpdesk teams to "Automatic assign an equal number of tickets to each user".

Câu trả lời hay nhất

You can create a server action that assigns the lead to the user that has less leads, you can make it with a python script.


Try this bro, it worked to me.

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Huỷ bỏ
Tác giả

bro i want that script :)

# Get all active, internal users
users = env['res.users'].search([('share', '=', False), ('active', '=', True)])

# Find the user with the fewest leads
min_lead_user = None
min_lead_count = float('inf')

for user in users:
lead_count = env['crm.lead'].search_count([('user_id', '=', user.id)])
if lead_count < min_lead_count:
min_lead_count = lead_count
min_lead_user = user

# Assign the lead to the user with the fewest leads
if min_lead_user:
record.user_id = min_lead_user.id

Tác giả

thanks bro,its worked

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