| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 79 |
| Technical Name |
crm_lead_enhancements |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
| Versions | 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 | 79 |
| Technical Name |
crm_lead_enhancements |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
| Versions | 17.0 18.0 19.0 |
Alternative Assignee in CRM
This module enhances the standard Odoo CRM by introducing lead scoring,
automatic assignment, and WhatsApp integration — helping sales teams identify
and act on high-priority leads faster.
Lead Score + WhatsApp Link + Auto Assign Rep
Most Advanced CRM Software.
Alternative Assignee in CRM Key Features
Lead Scoring System:
Automatically calculates a lead score based on the presence of contact name, email, and phone number. Maximum score: 25.
Score Display in Views
Lead scores are shown on both the form view and list view for easy filtering and prioritization.
Auto Assignment of Leads
Unassigned leads are automatically distributed to available sales team members in a round-robin manner via a scheduled action.
WhatsApp Integration
A direct WhatsApp link is shown on the lead form when a phone number is available, enabling instant communication via WhatsApp Web.
Smart Lead Management & Auto Assignment
This module streamlines your CRM process by improving lead quality visibility and ensuring no lead goes unassigned.
Automatic Lead Assignment (Round-Robin)
Unassigned leads (with no salesperson) are automatically detected and distributed to available Sales/User group members in a round-robin manner. This process runs every 10 minutes via a scheduled (cron) job, ensuring that no lead goes unassigned and all sales team members receive leads fairly.
Alternative Assignee in CRM Screenshots
Lead score and WhatsApp link shown in the lead form and tree view.
Include fields:
I) Contact Name (Alex)
II) Email (alex@example.com)
III) Phone (+91...)
IV) Lead Score (25)
V) WhatsApp Link
Automatic Lead Assignment (Round-Robin)-Cron Job
Unassigned leads automatically assigned to salespersons every 10 minutes.
The round-robin method is a way of distributing tasks or assignments equally and in order among a
group of people.
In simple terms:
I) If you have 3 salespersons — Alice, Bob, and Charlie — and 6 new leads:
II) Lead 1 goes to Alice
III) Lead 2 goes to Bob
IV) Lead 3 goes to Charlie
V) Lead 4 goes to Alice (again)
VI) Lead 5 goes to Bob
VII) Lead 6 goes to Charlie
It rotates through the list in sequence, ensuring fair and balanced assignment.
Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
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