How to Set Lead Priority Filter in Odoo 18.2 CRM | Odoo 19 Features | Odoo 18.2 Tutorials | Odoo 19
2In Odoo CRM (versions 18.2 and 19), you can efficiently manage and filter leads based on their priority to streamline your sales process. Here's how you can utilize the Lead Priority feature:
Filtering Leads by Priority
Odoo allows you to filter leads using the priority field directly within the CRM module.Set filters (e.g., languages) to prioritize matching leads during rule-based assignment.
Navigate to the Leads or Pipeline View:
Go to the CRM app and select either the 'Leads' or 'Pipeline' view, depending on your workflow.
Access the Filter Options:
Click on the search bar at the top of the view.
Select 'Add Custom Filter.'
Set the Priority Filter:
In the filter criteria, choose the 'Priority' field.
Set the condition (e.g., 'is equal to') and select the desired priority level (e.g., High, Medium, Low).
Apply the Filter:
Click 'Apply' to view leads that match the specified priority.
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