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Module for Odoo Online · Lead Assignment

Every new lead, to a sales rep, instantly.

Distributes the leads coming into your Odoo CRM across your sales team in round-robin turns —nobody gets two until everyone got one— and notifies the rep the moment it happens.

Book a demo How it works
CRM · OpportunitiesToday
New
JOTrafitambo 109 × 20WhatsApp · 2 s agoTurn 1 · Jorge
ANThermoplastic paint, 15 tWeb form · 9:12Turn 2 · Ana
Qualified
LUPlastic barrier × 40Email · yesterdayTurn 3 · Luis
Proposal
JORoad signs, Mérida job siteQuote S00788
✓
Automatically assigned to Jorge OchoaNotification sent · next turn goes to Ana

Sound familiar?

It happens in almost every sales team.

A lead came in at 8:10. By 11 nobody had opened it because "it was someone else's".

The rep who's fastest with the mouse keeps the best ones; everyone else gets the leftovers.

Every morning someone hands out, by hand, whatever came in overnight.

How it works

Three steps, inside your Odoo.

  1. 01

    A lead comes in with no rep

    From a form, WhatsApp, email or manual entry: any new opportunity with nobody responsible for it.

  2. 02

    It goes to the next person on the team

    The module remembers who got the last one and assigns the new lead to the next member of the sales team, in order.

  3. 03

    The rep finds out

    It's logged on the opportunity and the rep gets a notification in Odoo with the prospect's name.

What changes

From day one.

Zero orphan leads

From the very first second, every new opportunity has a rep, and that rep knows it.

A fair split

In turns: nobody gets two until everyone got one. The arguments are over.

Everything is on record

The opportunity shows who received it and when. No spreadsheets, no group chats to hand out leads.

How many leads came in this week, and who got them?If you have to ask, this module is for you.

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What your team sees

No new screens: everything happens where they already work.

  • The team and its members are the ones in your Odoo: no separate lists to maintain.
  • If the lead already has a rep, that's respected.
  • The turn is remembered from one lead to the next, even if days go by in between.
On the opportunity

Automatically assigned to Jorge Ochoa

New prospect assigned: Trafitambo 109 × 20

Frequently asked questions

Before you book the demo.

Do I need to install anything in my Odoo?

No. It's an automated action that lives inside your Odoo Online; it's set up through the external API and shows in your technical settings.

What if the rep doesn't work the lead?

That's the job of Inactivity Reassignment: if hours go by with no activity, the lead moves to the next person in the rotation.

Can I have several teams?

Yes. Leads are distributed within the sales team they come into.

Other modules

They work together, inside the same Odoo.

02Inactivity ReassignmentEvery hour, it checks the open opportunities in your CRM. 03Stage ValidationWhen an opportunity moves to a new stage or gets quoted, the module checks the customer record. 04Quote Follow-UpThree reminders at 3, 10 and 17 days, sent as emails from the rep's own address. 05Reply AnalysisDetects whether the customer asks for time or turned the quote down, and acts: pauses the follow-up, or cancels the quote, marks the opportunity lost and sends the exit survey. 06Executive SummaryA daily email with your Odoo's sales, collections, inventory, purchasing, support and attendance figures, compared with the day before. 07Portfolio ProtectionIf a user tries to bulk-delete contacts, opportunities or activities, the module blocks the third attempt of the day and alerts management in a private channel.

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See it running in your Odoo.

We'll show you with your own catalog and your own team. No commitment.

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