Sale commission CRM geo assign

Assign agents to leads according to their location

Technical Name:
website_sale_commission_lead_geo_assign
Version:
10.0
License:
Author:
Agile Business Group
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Sale commission CRM geo assign

Beta License: AGPL-3 OCA/commission Translate me on Weblate Try me on Runbot

This module allows to assign agents to field Assigned Partner of leads, according to their location:

  • The agent's location is specified in the tab Agent information;
  • The lead's location is computed by its address.

Agents are assigned to leads right after lead creation.

This module comes with a CRON (to be activated) that assigns agents to all the leads.

Table of contents

Usage

Select Geo assign agents from the lead's context menu.

The CRON can get two parameters:

  • check_existing_agents: used in the same way of the homonym field in the wizard
  • leads: a recordset of leads to assign (all leads if nothing is specified)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Agile Business Group

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/commission project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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