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[IMP] crm: revise automatic rule based lead assignment

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closes odoo/documentation#15395

X-original-commit: a3184835e1
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
This commit is contained in:
meval1006​
2025-11-18 18:41:56 +00:00
parent ef914ef3f0
commit 5f23555435
1 changed files with 4 additions and 3 deletions
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7
content/applications/sales/crm/track_leads/lead_scoring.rst
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@@ -128,9 +128,10 @@ The rule-based assignment feature can be set to run :guilabel:`Manually`, meanin
manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger
the assignment according to the chosen time period.
To set up automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running`
section. Then, customize how often Odoo will trigger the automatic assignment in the
:guilabel:`Repeat every` section.
To configure automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running`
section. The frequency of this automatic assignment is customized within the :guilabel:`Repeat
every` section. Enter a specific number and select a corresponding time period to establish the
desired interval. Time periods range from :guilabel:`Minutes` to :guilabel:`Weeks`.
.. image:: lead_scoring/rule-based-assignment.png
:align: center