Periodically Assign Leads Based on Rules in Odoo 15 CRM | Odoo 15 Enterprise Edition

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Published on ● Video Link: https://www.youtube.com/watch?v=Tg2IEBqQRRM


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In Odoo 15 now you can automatically assign leads to the salesperson based on the rules. By checking the Rule-Based Assignment checkbox you can periodically assign leads based on the rules.

This setting will be employed by all sales teams as the default setting unless specified otherwise. The Running can be configured Manually or Repeatedly.

By selecting Repeatedly you can set the time period when the repetition should take place. The date and time for the next run in case of repetition must also be entered.

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