Odoo Implementation
Saleperson Auto Assign
Automating the assignment ofSalespersonstoleads in Odoo CRMis a powerful feature designed to optimize the lead management process, ensuring that leads are promptly and effectively managed by the right team members. This automation not only streamlines operations but also enhances the overall efficiency and productivity of the sales team, leading to improved conversion rates and customer satisfaction.
| Technical Name: md_saleperson_auto_assign |
| License: OPL-1 |
Salesperson Auto Assign
Automating the assignment of Salespersons to leads in Odoo CRM is a powerful feature designed to optimize the lead management process, ensuring that leads are promptly and effectively managed by the right team members. This automation not only streamlines operations but also enhances the overall efficiency and productivity of the sales team, leading to improved conversion rates and customer satisfaction.
The primary goal of automated sales person assignment is to distribute leads efficiently among sales team members based on predefined criteria. This reduces the manual workload associated with lead distribution and ensures that each lead receives timely attention from a suitable salesperson. By automating this process, businesses can ensure that no lead falls through the cracks, thereby maximizing the potential for conversion.
Key Features
Auto Assign Lead On a Single Click
Lead Assignment Automatically.
Lead Auto-Allocation
Automatic Lead Distribution
Lead Auto-Distribution
Free Support For 90 Days
On the CRM dashboard, users can see a large number of unassigned leads.
When a user clicks on a table row, the currently logged-in user is automatically assigned as the salesperson for that lead.
Version 17.0.1.0 | Released on : 31stMay 2024
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Community.
- Yes, this app works perfectly with Odoo Enterprise.
- Yes! we can remove default set salesperson
- Please Contact Us at info@mindphin.comto request customization.
- Yes, we provide free support for 90 days.
- Yes, the module is easy to install and use.
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.