I need to assign a large group of leads to a sales person. Where do I do this?
Thanks,
Brandon
This question has been flagged
2
Respostes
9735
Vistes
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.
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
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se| Related Posts | Respostes | Vistes | Activitat | |
|---|---|---|---|---|
|
3
de maig 20
|
6327 | ||
|
4
de set. 25
|
4277 | ||
|
1
de des. 22
|
3687 | ||
|
8
de jul. 18
|
12179 | ||
|
2
d’abr. 16
|
13491 |
