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.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- 客戶關係
- e-Commerce
- 會計
- 庫存
- PoS
- 專案管理
- MRP
此問題已被標幟
3
回覆
2851
瀏覽次數
Define the domain in the assignment rule
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)
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.
Hi Dayron,
You could set a rule as Jaideep shown in the screenshot.
Thanks,
Marc
Hi Dayron,
Have you tried rule based assignment feature under CRM general settings?
Thanks,
Marc
| 相關帖文 | 回覆 | 瀏覽次數 | 活動 | |
|---|---|---|---|---|
|
0
5月 22
|
2176 | ||
|
3
11月 25
|
164 | ||
|
2
8月 25
|
3375 | ||
|
4
6月 25
|
2529 | ||
|
0
5月 25
|
1464 |
