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Auto Assign lead to concerned sales team & sales person

by
Odoo

75.63

v 13.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Calendar (calendar)
Discuss (mail)
Lines of code 216
Technical Name lead_auto_assign
LicenseAGPL-3
Websitehttp://www.teknovatesolution.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Calendar (calendar)
Discuss (mail)
Lines of code 216
Technical Name lead_auto_assign
LicenseAGPL-3
Websitehttp://www.teknovatesolution.com

Auto Assign Lead in CRM

Features :

  • Set dynamic filter in sales team to assign lead based on product, city, state, country, source etc.

  • Set dynamic filter in each sales person to auto assign lead to concerned sales person.

  • You can also set round robin to assign lead to sales person equally.

Set the Domain/filter in sales team as wel as in sales person, as per the structure of your team.



You can also use round robin method to equally distribute your eads with in your team members. (Do not use round robin & parameters in team members simultaneously)

This Scheduler is used to distribute the leads to the concerned salesperson and sales team as you have set.



Now You can see, your leads is assigned to the concerned salesperson.



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sales@teknovativesolution.com +91 94292 42201 teknovativesolution.com

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