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  1. APPS
  2. CRM
  3. Round-Robin Lead Assignment v 18.0
  4. Sales Conditions FAQ

Round-Robin Lead Assignment

by Farhan Ashraf https://apps.odoo.com/apps/modules/browse?author=Farhan+Ashraf
Odoo
v 18.0 Third Party 5
Download for v 18.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • Manifest

Round-Robin Lead Assignment

Fair automatic CRM lead distribution — free, for every sales team.

Automatic lead distribution is an Enterprise-only feature in standard Odoo. This module adds a simple, fair alternative: tick a Round Robin checkbox on any sales team and every new lead or opportunity created on that team without a salesperson is assigned to the team members in strict rotation — first member, second member, third member, then back to the first.

  • Per-team toggle — enable rotation only on the teams that want it.
  • Strict, predictable rotation — members take turns in a fixed order; 6 leads over 3 members means exactly 2 each.
  • Assigns on creation — for every lead created with a sales team (email gateway to a team alias, imports and API calls that set the team, website forms); leads whose team is only computed afterwards are picked up by the catch-up cron instead.
  • Multi-company safe — rotation only picks members allowed in the lead's company.
  • Hourly catch-up cron — sweeps leads that ended up unassigned anyway (capped at 500 per run, a failure on one team never blocks the others).
  • Respects manual choices — a lead created with a salesperson is never touched, and nothing is ever reassigned.
  • Skips archived users — deactivated members simply drop out of the rotation.
  • No new models, no extra permissions, depends on crm only.

Screenshots

Round Robin checkbox on the sales team form

One checkbox on the sales team form — the last round-robin assignee is shown next to the team leader.

Unassigned leads before the catch-up run

Before: leads arrived with no salesperson.

Leads fairly distributed over the team members

After: the same leads, distributed over the team members in strict rotation.

Installation

  1. Download the module and place it in your addons path.
  2. Update the app list (Apps > Update Apps List, developer mode).
  3. Install Round-Robin Lead Assignment.

Configuration

  1. Open CRM > Configuration > Sales Teams and pick a team.
  2. Make sure the team has members.
  3. Tick Round Robin. That is all — the hourly catch-up cron (Round-robin: assign unassigned leads) is installed and activated automatically.

Usage

  1. Create leads or opportunities on the team without picking a salesperson (email gateway, import, website form, API...).
  2. Each new lead is assigned to the next member in the rotation at creation time.
  3. Leads that still end up unassigned are picked up by the hourly cron.
  4. The team form shows the Last Round-Robin Assignee so you always know whose turn is next.

Limitations (honest ones)

  • This is a simple fair rotation — not the weighted, capacity-based, domain-filtered assignment of Odoo Enterprise or the probabilistic Rule-Based Assignment built into newer Community versions. It is meant to be predictable and zero-config instead.
  • It never reassigns a lead that already has a salesperson — manual choices always win.
  • Rotation order is fixed (member creation order); it is not configurable.
  • Leads created in the backend form are usually pre-filled with the current user as salesperson by Odoo itself — the rotation applies to leads that arrive without one.
  • If you also enable Odoo's own opt-in Rule-Based Assignment (Community 15.0+) on a team, the catch-up cron leaves that team to Odoo to avoid competing assignments; creation-time rotation still applies.
  • If the member the pointer references leaves the team, the rotation restarts at the first member.
  • On Odoo 19, email-gateway leads on a round-robin team with no members are assigned to the team leader by Odoo itself, not left unassigned.

Questions, issues or ideas? Contact f.ashraf.dev1@gmail.com

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 134
Technical Name crm_lead_round_robin
LicenseLGPL-3
Websitehttps://apps.odoo.com/apps/modules/browse?author=Farhan+Ashraf

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