Auto Assign lead to concerned sales team & sales person
by Teknovative Solution http://www.teknovatesolution.com
Odoo
$ 75.63
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 |
License | AGPL-3 |
Website | http://www.teknovatesolution.com |
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 |
License | AGPL-3 |
Website | http://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.

Our Industry Expertise
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Manufacturing | Trading & Export | Real-Estate |
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Tours & Travels | Visa & Immigration | E-Commerce |
Our Service
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Odoo Consulting Service | Odoo Customization | Odoo Development |
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Odoo Implementation Services | Odoo Integration | Hire Odoo Developer |
- You will get 30 Days free support incase any bugs or issue.
Get Help & Support
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sales@teknovativesolution.com | +91 94292 42201 | teknovativesolution.com |
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