Bulk Assign Leads

Question

I need to assign a large group of leads to a sales person.  Where do I do this?

Thanks,
Brandon

Ray Carnes · Accepted Answer

1.  Assign a single lead to a specific salesperson.
2.  Export all leads to be assigned to that salesperson, including the one you've already assigned.  Just the salesperson field.
3.  The CSV will contain the ID of the lead and the salesperson.  Edit it to fill in the salesperson from the assigned lead to all others.
4.  Import the CSV.
OR
Install mass editing.
https://apps.openerp.com/apps/modules/8.0/mass_editing/  [1]

[1] https://apps.openerp.com/apps/modules/8.0/mass_editing/

Axel Mendoza · Answer

If your leads are not into the odoo database you could create an excel format for someone to enter the data and then import into the system using a custom parser

관련 게시물	답글	화면
Automatic lead assignation for each seller 해결 완료 sales leads	3 5월 20	4794
Field Sales Management in Odoo? sales management field	4 9월 25	2654
Crm -> pipeline -> tag_ids required field Issue sales crm leads	1 12월 22	2503
How to configure email account to automatically generate leads for every incoming mail? 해결 완료 sales email leads	8 7월 18	10555
Can't see all leads/opportunities opportunities sales leads	2 4월 16	11462

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