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Lead assignment in odoo CRM based on periodic rules
- 1. Lead assignment inodoo CRM based on periodic rules Enterprise
- 2. Introduction Enterprise In Odoo CRM,lead assignment based on periodic rules automates the distribution of sales leads to team members at regular intervals. These rules can be set to allocate leads daily, weekly, or monthly, ensuring that each salesperson gets a fair share of opportunities.
- 3. Lead assignment inodoo Enterprise ● This method reduces manual intervention, helping sales teams respond to leads faster and more efficiently. ● By customizing the periodic rules, businesses can tailor the lead distribution to match their team's capacity and sales strategy.
- 4. Lead assignment inodoo Enterprise ● CRM systems are capable of performing various tasks like analyzing leads, tracking recurring income, and detecting new opportunities. ● They support the integration of additional languages, the merging of duplicate leads, and identifying similarities through phone numbers. ● These systems also help manage events, track reseller activities, and provide reasons for lost deals. Additionally, CRMs streamline the process of linking opportunities and generating leads, all while maintaining visibility on recurring revenue totals and customer interactions.
- 5. Lead management Enterprise ● Leadmanagement begins by enabling the feature in the "Settings" section under the "Configuration" menu.
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- 8. Configuring Leads Enterprise Enable the"Leads" option in the "CRM" tab and activate "Rule- based Assignment" to automatically distribute leads based on set rules. Leads can be assigned either manually or on a recurring basis. Choose "Repeatedly" in the "Running" field to set the lead assignment to repeat at intervals defined in days, minutes, weeks, or hours.
- 9. Sales Team andAssign Leads Enterprise
- 10. Explanation Enterprise A salesman managescompany leads, requiring the formation of a sales team with guidelines. Create a new team in the "Teams" window under "Configuration," where we can view details of all teams.
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- 13. Explanation Enterprise Click "New" tocreate a Sales Team, then fill out the form. Enter the team name, enable "Pipeline" for lead qualification, and add a team leader. Set email submission policies, select the company, and define the invoicing target.
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- 16. Steps Enterprise 1. Create anew Sales Team. 2. Add assignment rules. 3. Click the "Edit Domain" button. 4. Apply conditions in the domain. 5. All records matching the condition will be fetched.
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- 18. Explanation Enterprise Click the "EditDomain" button under the "ASSIGNMENT RULES" section to set assignment rules for a team. The pop-up window allows you to create new rules, include archived records, and apply filters for rule setup.
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- 20. Explanation Enterprise Select a rulefrom "Match all" and specify the filter or condition. Enable "Include archived" to apply rules to archived entries. Use icons to add or delete rules and nodes. After defining the filter, click "Confirm" to save.
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- 22. Add Members Enterprise After settingup the assignment rules, save your data. To expand the sales team, click the "Add" button on the "Members" page, which opens the wizard shown below.
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- 24. Explanation Enterprise In Odoo 17CRM, enter the salesperson's name and company in the respective fields to add leads. Other details like email and phone will auto-fill for existing employees. Here, "Abigial" was selected as the salesperson.
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- 26. Explanation Enterprise Disable the "Skipauto-assignment" button to stop automatic sales team assignments. Use the "Leads (30 days)" field to apply leads within 30 days. To add a filter, click the "New Rule" icon in the "Domain" field, and new filter options will appear.
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- 28. Explanation Enterprise Set conditions inthe "Domain" field by selecting a rule from "Match all" and entering the filters. Use icons to add or delete rules and nodes. Once done, click "Save & Close," and the new member will appear in the "Members" tab.
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- 31. Explanation Enterprise ● Follow thesame process to add multiple teammates to a team. ● Odoo 17 CRM will save the information automatically when you click "Save." ● To assign leads, click the "Assign Leads" button at the top left of the configuration form. ● A dialogue box will appear where you can confirm the assignment, which will then allocate leads to team members and sales staff.
- 32. Enterprise Conclusion Hence this ishow we can assign leads in Odoo CRM based on periodic rules .
- 33. For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com