| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 145 |
| Technical Name |
assign_salesperson |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 10.0 11.0 12.0 13.0 14.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 145 |
| Technical Name |
assign_salesperson |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 10.0 11.0 12.0 13.0 14.0 16.0 17.0 18.0 19.0 |
Assign Salesperson
The Assign Salesperson module streamlines CRM operations by allowing administrator to assign or reassign salespersons to multiple leads at once through a simple wizard. Instead of editing each lead individually, sales managers can now save time, ensure accurate salesperson allocation, and improve CRM efficiency.
This tool is especially useful for businesses with a large sales team or high lead volume, enabling better workload distribution and enhanced sales performance tracking.
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Features
Screenshots
Support
FAQs - Assign or reassign salespersons to multiple leads in bulk.
- Easy-to-use wizard interface integrated within the CRM module.
- Enhances productivity by reducing manual lead updates.
- Ensures accurate salesperson responsibility tracking.
- Lightweight and easy to install.
1. Assign Salesperson.
Here you will assign the salesperson to the multiple leads from the wizard.
2. Select sales persons to assign lead.
If there is more than one sales person then the lead will be divided between them.
- We are provide 90 days bug free support related to our module.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create ticket send email to support@techultra.in.
Yes, you can assign multiple leads to salesperson in bulk.
Yes, if leads already have a salesperson, the wizard will update them with the newly assigned salesperson.
No direct undo button is provided, but you can re-run the wizard and reassign leads to the correct salesperson.
No, the wizard is optimized to handle bulk updates without performance issues.
Yes, it works in both Community and Enterprise editions of Odoo.
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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