Methods for Automating Lead Assignment in Odoo18

In its early stages, a sales opportunity is referred to as a lead. A lead is an individual or company that has shown interest in a business’s products or services. A lead is where a person’s record starts in a CRM. With Odoo 18, you can now assign sales teams and representatives based on specific, predefined criteria. Let’s explore the methods for automating Lead Assignment in Odoo18 for your sales team efficiently.

UAE company’s sales teams have a salesperson and an administrator. New leads are assigned by the Administrator to one of the various sales teams. This represents a standard scenario. Odoo18 now features advanced capabilities to automatic lead assignment in Odoo18. This new Rule-based lead assignment functionality helps you set specific criteria, incoming leads will automatically routed to the right sales team.

Automatic Lead Assignment In Odoo18

To assign leads based on rules, navigate to Configuration and then select Settings.The CRM module offers a variety of powerful features, including Recurring Revenues, Leads, Multi-Teams, and Predictive Lead Scoring.

There are several ways to generate fresh automatic lead assignment in odoo18.Leads can originate from various channels, including social media, live chat, and your website. To enable lead capture from these sources, you must first activate and configure the “Leads” feature within the CRM’s Configuration Settings.

Rule-Based Assignment In Odoo18

Rule-Based Assignment is the second choice. Enable rule-based lead assignment. Running Manually or Running Repeatedly are the two choices available to users. Set the interval to repeat if the user wants this procedure to run repeatedly. Choose Manually if the assignment was done manually.. Lastly, save it. The Manual action is chosen here.

As an illustration, let’s consider the company’s sales team, Sales team (India). This was set up to handle the leads that came from India. There are three people on the team. John doe, Hary Lane. Here, Hary Lane is in charge of managing the leads from other cities, while John doe is in charge of the leads from other cities.

Let’s start the sales team inspection procedure now. Choose the Configuration tab to see the company’s sales teams. The sales team has their own tab. To open, click the team.

Defining Lead Assignment Criteria

Choose the +Add Conditions menu item. A new page with the ability to apply filters then appears. Using criteria, this team can be formed to handle leads with nations that include India. After applying the appropriate criteria, confirm it.

The sales team will see the additional domain as indicated below.

All of the additional salespeople are then displayed on the Members tab. Hary Lane must be assigned to the Kerala leads in this case. Click on the salesperson, then.

The name of the salesperson, company name, mail ID, Mobile, phone, etc. The sales team member page displays these details. The Domain is also visible there. Click on the New Rule button to add a new rule. The rule was applied here because this is Kerala. Thus, the leads from the state of Kerala will be handled by this team member.

The sales staff is now prepared.

Assignment of Leads

Let’s investigate the leads. From the Leads, you can see every lead. When you click on the Leads option, a list of leads appears. The list displays the lead name, contact name, state, country, salesperson, and sales team.

Lead 1 and Lead 2 are the names of the two leads in this case. Both of the leads in this case are from India. However, Lead 2 was developed for a Keralan client. Therefore, in accordance with the terms, the sales team “Sales team (India)” want to handle both leads. However, Hary Lane, the salesperson, ought to handle Lead 2.

Return to the sales team. The Assign Leads button is present. To manually assign the leads to teams, click the button.

A confirmation notification will then pop up, as seen below. To assign leads, click the button.

After lead assignment, re-verify the sales team. These two records were produced in accordance with the specified criteria. One lead is clearly attributed to John doe, and another to Hary Lane, as can be seen upon verifying the salesperson.

Leads Assigned and Transferred to Pipeline

These leads will now be transferred to Pipeline automatically. Both leads were independently assigned to Team India. John doe is assigned to lead with Country India, Lead 1. Hary Lane is assigned to lead with Country India and the state Kerala is Lead 2.

These leads will now be transferred to Pipeline automatically. The two leads have been assigned to the Team India team independently. John doe is assigned to lead with Country India, Lead 1. Hary Lane is assigned to lead with Country India and the state Kerala is Lead 2.

According to the specified circumstances, users can allocate rules to several sales teams and This rule-based tool streamlines assigning leads to the right people. which will guarantee consumers’ accuracy and convenience. This rule-based automatic lead assignment in Odoo 18 will improve response time and boost customer satisfaction.

The company’s sales teams have a salesperson and an administrator. New leads are assigned by the Administrator to one of the various sales teams. This represents a standard scenario. Odoo18 now features advanced capabilities to automate lead assignment. This new Rule-based lead assignment functionality helps you set specific criteria, incoming leads will automatically routed to the right sales team.

Ready to simplify your lead distribution Get a free Odoo consultation today.