A sales opportunity is called a lead in its initial phase. A business or an individual who has shown interest in a company's goods or services might be considered a lead. In a CRM, a lead is where a person's record begins. Consequently, Odoo 18 allows us to assign a sales team and salesperson to lead according to specific parameters. Let's examine how leads can be allocated to sales teams in Odoo18 according to guidelines.
A company has multiple sales teams, each with an administrator and a salesman. The Administrator assigns a new lead to one of numerous sales teams when it arrives at the organization. This is a common situation that happened. However, Odoo18 found a number of sophisticated capabilities that enabled this process to be automated. We call this "rule-based lead assignment." This feature allows us to specify particular guidelines for every sales team. Upon arrival, a lead was automatically assigned to a specific sales team after being evaluated in accordance with predetermined guidelines.
To assign leads according to rules, select Settings from the Configuration menu. Recurring Revenues, Leads, Multi Teams, Predictive Lead Scoring, and Rule-Based Assignment are just a few of the many possibilities available under CRM.
Numerous strategies can be used to produce new leads. A website, live chat, and social media are just a few of the places where leads can be found. We must first set up Leads under Configuration Settings in order to accomplish this.
The second option is Rule-Based Assignment. To assign leads based on the ruleset, enable the Rule-Based Assignment option. Users have two options: Running Manually or Running Repeatedly. If the user wants this process to run repeatedly, set the interval to repeat. If it was assigned manually, set it to Manually. Finally, save it. Here, the Manual action is selected.
Let's look at one example: the company has a sales team called Team India. This was established to deal with the leads generated from India. The team consists of three members. Laurie Poiret, Marc Demo, and Mitchell Admin. Here, Marc Demo is tasked with handling the leads from other states, while Laurie Poiret is assigned to manage the leads from Kerala.
Now let's begin the process of checking the sales team. To view the company's sales teams, select the Configuration tab. There's a tab for the sales team. Click on the team to open.
Select the +Add Conditions option. After that, a new page with the option to apply filters displays. This team can be built to manage leads with countries that contain India by using criteria. Confirm it once the relevant filters have been applied.
The added domain will shown inside the sales team as shown below.
Then the Members tab shows all the added sales persons. So here Laurie Poiret is needed to be assigned for the leads from Kerala. So click on the salesperson.
So the sales Team Member page shows the name of the salesperson, company name, mail ID, Mobile, phone, etc. There also shows the Domain. To add a new rule click on the New Rule. Here the rule added as State contains Kerala. So this team member will handle the leads from the state Kerala.
Now the sales team is ready.
Lead Assignment
Let's check the leads. All the leads are visible from the Leads. A list of leads is shown while clicking on the Leads menu. Lead name, Contact Name, State, Country, Salesperson, and Sales Team are visible in the list.
Here, two leads are named Lead 1 and Lead 2. Here both the Leads are from the country India. But Lead 2 is created for a customer from the state of Kerala. So as per the condition, both the leads want to be handled by the sales team “Team India." But the Lead 2 should be handled by the salesperson Laurie Poiret.
Go to the sales team again. There is a button named Assign Leads. Click on the button to manually assigning the leads to teams.
Then a confirmation message will appear as shown below. Click on the Assign Leads button.
After assigning the leads, check the sales team once more. These two records are created according to the given condition. Then while checking the salesperson, it's clear that one lead is assigned to Marc Demo and one lead is assigned to Laurie Poiret.
Currently, these leads will automatically move to Pipeline. There are two leads, each of which has been allocated to the team named Team India. Marc Demo is assigned to lead with Country India, Lead 1. Laurie Poiret is assigned to lead from Country India and the state Kerala is Lead 2.
So this Rule-based lead assignment feature helps the users to easily assign rules to several sales teams and individuals according to the given conditions. Which will ensure accuracy and ease of use for the users. So this rule-based lead assignment feature will enhance the customer's satisfaction and improve the response time.
To read more about How to Periodically Assign Leads Based on Rules in Odoo 17 CRM, refer to our blog How to Periodically Assign Leads Based on Rules in Odoo 17 CRM.