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

Gerelateerde posts	Antwoorden	Weergaven
Crm -> pipeline -> tag_ids required field Issue sales crm leads	1 dec. 22	3696
How to configure email account to automatically generate leads for every incoming mail? Opgelost sales email leads	8 jul. 18	12190
Can't see all leads/opportunities opportunities sales leads	2 apr. 16	13510
Bulk Assign Leads Opgelost sales management leads	2 jul. 15	9761
How to create sales order with Bulk upload method with about 100 steps sales	2 jun. 26	978

Deze vraag is gerapporteerd

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!