| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 362 |
| Technical Name |
ochre_lead_round_robin_smart |
| License | OPL-1 |
| Website | https://ochre.digital |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 362 |
| Technical Name |
ochre_lead_round_robin_smart |
| License | OPL-1 |
| Website | https://ochre.digital |
|
OCHRE |
Odoo 19 · CRM · by Ochre.Digital, Official Odoo Partner
Smart Lead Round Robin
Distribute CRM leads fairly and automatically. Set a weight, a daily cap and skip days for every salesperson, then let Odoo route each new lead to the right person.
| Email us contact@ochre.digital | WhatsApp +91 92664 89230 |
|
Incoming
LEAD #1042
LEAD #1043
LEAD #1044
LEAD #1045
|
→
FILTER
DOMAIN |
|
Why it matters
Leads should not pile up on whoever is fastest.
Manual assignment is uneven. Strong reps get buried, new joiners sit idle, and leads go cold while someone decides who takes them. Smart Lead Round Robin turns that into a rule. You define how leads should be shared, and Odoo applies it the moment a lead arrives.
What it does
Built for how real sales teams split work
Every rule you saw on a whiteboard, now configured inside the CRM and applied automatically.
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Weighted distribution
Weighted distribution
Give each person a weight. A 1:2:3 pool sends three leads to the senior rep for every one to a junior.
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Equal rotation
Equal rotation
Prefer a flat split? Set equal weights and every member takes the next lead in turn.
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Daily cap
Daily caps
Limit how many leads a person can receive in a day. Once the cap is hit, the rotation skips them.
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Skip days
Skip days
Mark leave or holidays by date, for the whole pool or one person, with an optional note. No leads land while they are away.
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Filter domain
Filter domains
Point a pool at a lead segment using a standard Odoo domain. Route by country, source, tag or any field.
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Multiple pools
Multiple pools
Run separate pools for regions, products or teams. Order them by sequence and switch any pool on or off.
|
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Auto fill team
Auto fill sales team
Set the lead's sales team automatically on assignment, so pipelines and reporting stay clean.
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Only unassigned
Only unassigned leads
Restrict a pool to leads that have no owner yet, so existing ownership is never overwritten.
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Counters and resets
Counters and resets
Track Assigned Today and Total Assigned per pool and per member. Reset today's counters, reset all, or reassign unassigned leads in one click.
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Set up in minutes
Three steps from install to live routing
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01
Create a pool
Add a Smart Round Robin pool and choose equal rotation or weighted distribution.
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02
Add members and rules
List salespeople with a weight and daily cap. Add skip days and a filter domain where you need them.
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03
Leads route themselves
New CRM leads that match the pool are assigned in rotation. Watch the spread build in the kanban.
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Inside the module
See it in the CRM
Active pools. Manage every pool from one list, each with its own state and counters.
Members, weights and caps. Set weight, daily cap and an active flag per salesperson.
Skip days. Park a date for the pool or one person, with a note for context.
Filter domain. Send only matching leads into the pool, for example by country.
Technical
Compatibility and details
| Availability | Odoo Community, Odoo Enterprise, Odoo.sh |
| Odoo version | 19.0 |
| Depends on | CRM (crm) |
| Technical name | ochre_lead_round_robin_smart |
| License | OPL-1 |
| Author | Ochre.Digital, Ochre Tech and Marketing Pvt Ltd |
| Website | https://ochre.digital |
| Support | contact@ochre.digital |
Talk to Ochre.Digital
Questions before you buy, or help after?
We build and support Odoo for teams across India and the GCC. Reach us directly and we will get you set up.
| Email contact@ochre.digital | WhatsApp +91 92664 89230 |
Ochre.Digital · Official Odoo Partner · ochre.digital
Smart Lead Round Robin for Odoo 19. Tested on Odoo vanilla.
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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