Automatic lead assignation for each seller

Question

Hi, is possible to auto assign leads for each of the sellers at a sales team? I can see that is possible like for certain criterias like country, etc. But is possibe to auto assign no matter what?
Image you have sellers A, B, C and D, So everytime a new lead arrives to the system, it will start assigning one by one, like:
lead 1 to seller A
lead 2 to seller B
lead 3 to seller C
lead 4 to seller D
lead 5 to seller A
lead 6 to seller B ... and so on.
Of course this will apply to leads from contact

Tugay HATIL · Accepted Answer

Hi Juan David Hurtado,
With automatic operations, you can make assignments according to the conditions and triggers you want.
Setting -> Technical -> A utomatic Operations
You can give feedback.
Thank you, best regards.

Ray Carnes (ray) · Answer

You might benefit from reviewing the module at https://github.com/odoo/odoo/tree/13.0/addons/website_crm_partner_assign [1]

[1] https://github.com/odoo/odoo/tree/13.0/addons/website_crm_partner_assign

相关帖文	回复	查看
Crm -> pipeline -> tag_ids required field Issue sales crm leads	1 12月 22	2499
How to configure email account to automatically generate leads for every incoming mail? 已解决 sales email leads	8 7月 18	10553
Can't see all leads/opportunities opportunities sales leads	2 4月 16	11462
Bulk Assign Leads 已解决 sales management leads	2 7月 15	7901
Add pdf file to quote 已解决 sales	1 9月 25	428

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！