Smart Lead Assignment SalesFlow Pro
Auto-assign every lead to the right salesperson, prioritize by value, and never miss an SLA again, right inside Odoo CRM.
6 Assignment Strategies
Round Robin, Workload Balancing, Lead Source, Territory, Product and Team based routing with ordered rules.
Automatic Priority
Score leads High or Very High by expected revenue, source, country and company size, automatically.
SLA Tracking
Response deadlines with On Track / Met / Breached states and live countdowns on every card.
Escalations
Missed first contact? Notify the manager, then auto-reassign the lead, no manual chasing.
Follow-up Automation
Day 1 / 3 / 7 / 14 activity plans scheduled automatically on assignment, per team.
Manager Dashboard
Per-salesperson KPIs: assigned leads, SLA met/breached, average response time and compliance %.
Set up in minutes
- Open the Setup Wizard and pick your assignment strategy and salespeople.
- Enable SLA tracking and set response & escalation thresholds.
- Use Test Rules to preview which rule fires for a sample lead, nothing is saved.
- New leads are now auto-assigned, prioritized and SLA-tracked in your pipeline.
By Softdeviser · Support: rahul@softdeviser.com
Compatible with Odoo 19.0
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1586 |
| Technical Name |
smart_lead_assignment |
| License | OPL-1 |
| Website | https://www.softdeviser.com |
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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