Managing a high volume of leads can be challenging, especially when you need to assign them to different sales teams or salespeople based on specific conditions. Did you know that Odoo can automate this process for you with its Rule-Based Assignment feature?
Here’s a simple step-by-step guide to set it up:
- Open the CRM settings page using the menu:
CRM > Configuration > Settings. - Activate the
Rule-Based Assignment option in the settings. - Choose the Running option as "Repeatedly" and set the interval for how often the system should check and assign leads. For example, you can schedule it to run every hour, once a day, or at a frequency that suits your business needs.
Once the feature is activated, you will need to define specific assignment rules for each sales team or salesperson. The configuration steps are very similar for both and generally consist of:
- Go to CRM > Configuration > Sales Teams (or Team Members) and select a record.
- In the Assignment Rules section, click on the Add Condition button.
- Use the Edit Domain button to define the assignment criteria. These conditions can be based on any field in the lead model, such as location, industry, or lead priority.
If you want to exclude a particular sales team or salesperson from auto-assignment, enable the Skip auto-assignment option for them.
A few things to consider:
- The auto-assignment is performed only for leads that are not already assigned to a sales team or salesperson.
- The maximum number of leads that can be assigned per day to a salesperson is calculated as the monthly maximum divided by 30.
- To ensure that salespersons are assigned the appropriate leads, you need to set specific assignment rules for each of them.