| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 263 |
| Technical Name |
crm_lead_smart_distribution |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/rahul-yadav-659b972a8 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 263 |
| Technical Name |
crm_lead_smart_distribution |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/rahul-yadav-659b972a8 |
CRM Lead Smart Distribution
Replace Odoo's default lead assignment with a fair, automatic engine that ensures every lead reaches the right salesperson.
What makes it different
Built to fix the real gaps in Odoo's default CRM assignment.
Equal Share for Everyone
Leads are divided evenly across team members based on current team size — no one gets more than their fair share.
Leads Stay as Leads
Default Odoo converts leads to opportunities on assignment. This module doesn't — your qualification workflow stays untouched.
Nothing Falls Through
A built-in fallback pass catches any leads that didn't match a member's domain and distributes them automatically.
Lead-First Team Routing
Each lead is evaluated against all teams individually. The best-matching team wins; ties resolve with a round-robin cursor.
How It Works
Two passes. Every lead assigned.
Cron Fires
Scheduled job targets all active CRM teams.
Team Scoring
Each unassigned lead is matched to the best team by domain.
Equal Split
Leads are distributed equally across team members.
Fallback Pass
Remaining leads are caught and assigned automatically.
Install & Go
No config required. Works with your existing teams and domains.
No Data Loss
Leads remain unchanged — only the salesperson is assigned.
Zero Missed Leads
Two-pass logic guarantees full distribution every run.
Team-Friendly
Equal quotas keep morale high and workloads balanced.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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