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[ADD] crm: Automate lead assignation to specific sales teams or salespeople
https://docs.google.com/document/d/1jHfJ0kQ41wGUai_uOSrwpGZoh896gFqfPLD4boxiby0/edit#
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‎crm/leads/manage.rst

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:titlesonly:
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manage/automatic_assignation
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manage/lead_scoring

‎crm/leads/manage/automatic_assignation.rst

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================================================================
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Automate lead assignation to specific sales teams or salespeople
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================================================================
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Depending on your business workflow and needs, you may need to dispatch
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your incoming leads to different sales team or even to specific
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salespeople. Here are a few example:
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- Your company has several offices based on different geographical
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regions. You will want to assign leads based on the region;
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- One of your sales teams is dedicated to treat opportunities from
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large companies while another one is specialized for SMEs. You
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will want to assign leads based on the company size;
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- One of your sales representatives is the only one to speak foreign
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languages while the rest of the team speaks English only.
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Therefore you will want to assign to that person all the leads
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from non-native English-speaking countries.
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As you can imagine, manually assigning new leads to specific individuals
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can be tedious and time consuming - especially if your company generates
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a high volume of leads every day. Fortunately, Odoo CRM allows you to
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automate the process of lead assignation based on specific criteria such
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as location, interests, company size, etc. With specific workflows and
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precise rules, you will be able to distribute all your opportunities
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automatically to the right sales teams and/or salesman.
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Configuration
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=============
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If you have just started with Odoo CRM and haven't set up your sales
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team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`.
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Define rules for a sales team
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=============================
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From the sales module, go to your dashboard and click on the **More**
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button of the desired sales team, then on **Settings**. If you don't
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have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`.
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.. image:: ./media/automatic01.jpg
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:align: center
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On your sales team menu, use in the **Domain** field a specific domain
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rule (for technical details on the domain refer on the
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`Building a Module tutorial <https://www.odoo.com/documentation/8.0/howtos/backend.html#domains>`__
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or `Syntax reference guide <https://www.odoo.com/documentation/8.0/reference/orm.html#reference-orm-domains>`__)
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which will allow only the leads matching the team domain.
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For example, if you want your *Direct Sales* team to only receive leads
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coming from United States and Canada, your domain will be as following :
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``[[country_id, 'in', ['United States', 'Canada']]]``
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.. image:: ./media/automatic02.jpg
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:align: center
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.. note::
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you can also base your automatic assignment on the score attributed to your
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leads. For example, we can imagine that you want all the leads with a score
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under 100 to be assigned to a sales team trained for lighter projects and
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the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here <lead_scoring>`.
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Define rules for a salesperson
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==============================
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You can go one step further in your assignment rules and decide to
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assign leads within a sales team to a specific salesperson. For example,
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if I want Toni Buchanan from the *Direct Sales* team to receive only
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leads coming from Canada, I can create a rule that will automatically
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assign him leads from that country.
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Still from the sales team menu (see here above), click on the
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salesperson of your choice under the assignment submenu. Then, enter
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your rule in the *Domain* field.
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.. image:: ./media/automatic03.jpg
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:align: center
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.. note::
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In Odoo, a lead is always assigned to a sales team before to be assigned to
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a salesperson. Therefore, you need to make sure that the assignment rule of
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your salesperson is a child of the assignment rule of the sales team.
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.. seealso::
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* :doc:`../../overview/started/setup`
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.. todo:: * How to assign sales activities into multiple sales teams?
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.. todo:: * How to make sure my salespeople work on the most promising leads?
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.. rst-class:: text-muted
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| Written by Geoffrey Bressan (Odoo)
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| Proofread by Samuel Cabodi (Odoo)

‎crm/leads/manage/lead_scoring.rst

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=================================
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How to do efficient Lead Scoring?
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=================================

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