Thibault Delavallée
6df2f0cfc0
GLOBAL PURPOSE Ability to have salesmen belonging to several sales team is a core requirement of CRM. It is therefore moved from website_crm_score to crm along with cleaning and behavior improvement. Automatic lead assignment is also moved and cleaned. SPECIFICATIONS Currently when assignment runs all free leads are allocated to teams. They are then assigned to members according to their capacity. This means that no lead is kept free. If assignment is performed on a subset of teams this means that other teams have no free lead anymore. During assignment evaluate which teams still need to receive leads. This is based on team maximum capacity. We consider a team should receive twice its capacity as leads. That way members will receive leads and can pick some leads in team unassigned pool of leads. e.g. a team has a total of capacity of 90 leads / month among its 3 members. When running a daily assignment process, an equivalent of twice this running time is assigned to members (see previous commits). It leads to assignment of (90 / 30) * 2 = 6 leads. Twice this count is allocated to the team aka 12 leads. Remaining leads will be allocated in next assignment run or are available for manual assign. LINKS Task ID-2086889 (main task) Task ID-2357969 (scoring migration task) Community PR odoo/odoo#48422 Enterprise PR odoo/enterprise#499 Upgrade PR odoo/upgrade#996
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
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