CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Rule-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. […]
A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]
