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Odoo 19Sales & CRM
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1CBMS

Odoo 19 CRM pipeline: lead capture, scoring, assignment and won opportunities

We are an engineering services firm in Kuwait with salespeople covering Kuwait, Saudi Arabia and Qatar. Leads from our website contact form all arrive unassigned and our sales manager spends every morning distributing them.

Is there a way in Odoo 19 CRM to route each lead to the right salesperson based on country, and stop one person getting all the leads?

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1CBMS
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Yes. Odoo 19 CRM has rule-based assignment that works per sales team member, with optional limits on how many leads each person receives.

  • In CRM > Configuration > Settings, enable Rule-Based Assignment and choose whether it runs manually or on a repeating schedule.
  • Open CRM > Configuration > Sales Teams and, if useful, create a team per region with its own assignment domain.
  • On each team member, set a domain such as country is Saudi Arabia and a maximum number of leads per period.
  • Make sure your website form captures the country so the rules have the information they need.
  • Run the assignment once manually, review the result in the pipeline, then let the schedule take over.

Unmatched leads stay unassigned, so keep a short daily check for those and adjust the rules as your territories change.

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