How to Setup Rule Based Lead Assignment With Odoo 18 CRM | Odoo 18 New Features | Odoo 18 Tutorials
1Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals.
To set up rule-based assignment:
Enable Rule-Based Assignment:
Go to CRM ‣ Configuration ‣ Settings.
Activate the Rule-Based Assignment option.
Choose between Manually or Repeatedly for the Running section.
Manually: Requires manual triggering of the assignment process.
Repeatedly: Automatically triggers the assignment based on the specified time interval.
Create Assignment Rules:
Navigate to the sales team's configuration page (Sales ‣ Teams).
Under Assignment Rules, click Edit Domain.
Click Add Filter to create a new rule.
Define the criteria for the rule using fields like:
Country
Industry
Company size
Lead source
Probability
Specify the target salesperson or team for the rule.
Test and Refine:
Create test leads to verify if the rules are working as expected.
Monitor lead distribution and adjust rules as needed to optimize performance.
Benefits of Rule-Based Assignment:
Improved Efficiency: Automates lead distribution, saving time and effort.
Increased Accuracy: Ensures leads are assigned to the most suitable individuals.
Better Lead Management: Provides a structured approach to lead handling.
Enhanced Productivity: Allows sales teams to focus on closing deals rather than manual lead assignment.
By effectively utilizing rule-based assignment, businesses can significantly enhance their sales processes and achieve better results.
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