{"id":49664,"date":"2023-02-27T07:34:42","date_gmt":"2023-02-27T07:34:42","guid":{"rendered":"https:\/\/targetintegration.com\/?p=49664"},"modified":"2023-08-23T06:41:37","modified_gmt":"2023-08-23T06:41:37","slug":"settings-in-odoo-16-crm-target-integration","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_in\/settings-in-odoo-16-crm-target-integration\/","title":{"rendered":"Settings in Odoo 16 CRM &#8211; Target Integration"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"49664\" class=\"elementor elementor-49664\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4b768d0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4b768d0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-22bd625\" data-id=\"22bd625\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8855a2b elementor-widget elementor-widget-text-editor\" data-id=\"8855a2b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2><b><span data-contrast=\"auto\">Various settings in the all new Odoo 16 CRM<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2><p><span data-contrast=\"auto\">The organization is assisted in locating and then sustaining its clients via the Customer Relationship Management Module in Odoo 16. The process of locating and upgrading customers has developed into a crucial component of all commercial platforms. Software like Odoo is produced to simplify this feature. The CRM Module in Odoo is the most productive and well-organized of all the modules.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">The <strong><a href=\"https:\/\/targetintegration.com\/en_in\/products\/\/odoo-erp-implementation-services\/\">Odoo 16 CRM<\/a> <\/strong>module offers its users a variety of special features that enhance the CRM module&#8217;s functionality. You can choose from a variety of options below the Lead Generation and Partner Commissions Plan. Let&#8217;s examine those traits and their corresponding functions in more detail.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">The CRM Tab, which includes options like Recurring Revenues, Lead, Multi Teams, Predictive Lead Scoring, and Rule-Based Assignment, is one of the main options in the settings menu under the Configuration menu.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><ul><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Tab for Lead Generation<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Tab for Partners Commissions<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">We shall go into detail about the five main options available in the CRM Tab.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f487577 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f487577\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b595b19\" data-id=\"b595b19\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e56cb09 elementor-widget elementor-widget-image\" data-id=\"e56cb09\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"820\" height=\"376\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_7.png\" class=\"attachment-large size-large wp-image-49666\" alt=\"Crm Software For Small Businesses\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_7.png 820w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_7-300x138.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_7-768x352.png 768w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8c093fe elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8c093fe\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2faba9d\" data-id=\"2faba9d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ba78cb1 elementor-widget elementor-widget-text-editor\" data-id=\"ba78cb1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW87806244 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW87806244 BCX0\">You can find the Recurring Revenue option in the CRM Module, which is used to describe the recurring plans and income related to opportunities. An external link is offered to you for this reason. You can gain access to the new platform where you can start new recurring plans by using the link provided.<\/span><\/span><span class=\"EOP SCXW87806244 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0ed78d8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0ed78d8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-992f805\" data-id=\"992f805\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f8b13af elementor-widget elementor-widget-image\" data-id=\"f8b13af\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"818\" height=\"227\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_1.png\" class=\"attachment-large size-large wp-image-49667\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_1.png 818w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_1-300x83.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_1-768x213.png 768w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-47d84a1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"47d84a1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a8a8161\" data-id=\"a8a8161\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-74e71a0 elementor-widget elementor-widget-text-editor\" data-id=\"74e71a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW449991 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW449991 BCX0\">There is a Create button in this window that can be used to create a new income plan. <\/span><span class=\"NormalTextRun SCXW449991 BCX0\">This recurring income<\/span><span class=\"NormalTextRun SCXW449991 BCX0\"> will be available in the opportunities if you enter a Plan Name in the designated field.<\/span><\/span><span class=\"EOP SCXW449991 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3ee1160 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3ee1160\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b48a8bf\" data-id=\"b48a8bf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a42d1b0 elementor-widget elementor-widget-image\" data-id=\"a42d1b0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"819\" height=\"344\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_2.png\" class=\"attachment-large size-large wp-image-49668\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_2.png 819w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_2-300x126.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_2-768x323.png 768w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4359759 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4359759\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-05348e6\" data-id=\"05348e6\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa173a3 elementor-widget elementor-widget-text-editor\" data-id=\"fa173a3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h3><b><span data-contrast=\"auto\">Multi teams<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3><p><span data-contrast=\"auto\">You can fix a salesperson for numerous sales teams by selecting the Multi Teams option on the CRM tab.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-061aa0c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"061aa0c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8d680ce\" data-id=\"8d680ce\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d478908 elementor-widget elementor-widget-image\" data-id=\"d478908\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"818\" height=\"347\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_3.png\" class=\"attachment-large size-large wp-image-49669\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_3.png 818w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_3-300x127.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_3-768x326.png 768w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aba7fa2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"aba7fa2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3104482\" data-id=\"3104482\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-bb51aee elementor-widget elementor-widget-text-editor\" data-id=\"bb51aee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW79324627 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW79324627 BCX0\">The steps for setting up a new sales team are listed below. Let&#8217;s say the sales team is called Team 1, and its members are Marc Demo and Mitchell Admin, as indicated in the image below.<\/span><\/span><span class=\"EOP SCXW79324627 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d2442e6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d2442e6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3a2726a\" data-id=\"3a2726a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-bf1c58a elementor-widget elementor-widget-image\" data-id=\"bf1c58a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"375\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_4.png\" class=\"attachment-large size-large wp-image-49670\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_4.png 816w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_4-300x138.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_4-768x353.png 768w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-67f11c4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"67f11c4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a6df7b7\" data-id=\"a6df7b7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8dd59c3 elementor-widget elementor-widget-text-editor\" data-id=\"8dd59c3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW257287220 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW257287220 BCX0\">Salespeople can now be added to multi-sales teams, if you so want. We have now formed Team 2, which is made up of the same individuals as Team 1. You can add a salesperson to numerous other sales teams with the aid of this special capability provided by CRM Module.<\/span><\/span><span class=\"EOP SCXW257287220 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8f8d1c6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8f8d1c6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4b1a3e9\" data-id=\"4b1a3e9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8b347a6 elementor-widget elementor-widget-image\" data-id=\"8b347a6\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"396\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_5-1.png\" class=\"attachment-large size-large wp-image-49671\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_5-1.png 817w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_5-1-300x145.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_5-1-768x372.png 768w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6b8e6b0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6b8e6b0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d8d7ac3\" data-id=\"d8d7ac3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6c235be elementor-widget elementor-widget-text-editor\" data-id=\"6c235be\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h3><b><span data-contrast=\"auto\">Predictive lead scoring<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3><p><span data-contrast=\"auto\">You may determine the statistical likelihood of closing a lead in this section of the CRM Tab. The stage, phone quality, email quality, and many other factors will determine the success rate for freshly created leads that are generated on particular days.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-44e5195 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"44e5195\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b32dff3\" data-id=\"b32dff3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-54b9e9c elementor-widget elementor-widget-image\" data-id=\"54b9e9c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"320\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_6.png\" class=\"attachment-large size-large wp-image-49672\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_6.png 817w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_6-300x118.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_6-768x301.png 768w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bf26801 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bf26801\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1f216ab\" data-id=\"1f216ab\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-88e0ab2 elementor-widget elementor-widget-text-editor\" data-id=\"88e0ab2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW2807279 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW2807279 BCX0\">You can adjust the factors used to calculate the success rate by selecting the Update Probabilities option. According to your needs, a pop-up window will appear where you can add or remove fields from the statistical analysis.<\/span><\/span><span class=\"EOP SCXW2807279 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2bf562a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2bf562a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4c6215d\" data-id=\"4c6215d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-01dc029 elementor-widget elementor-widget-image\" data-id=\"01dc029\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"823\" height=\"231\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_8.png\" class=\"attachment-large size-large wp-image-49673\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_8.png 823w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_8-300x84.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_8-768x216.png 768w\" sizes=\"(max-width: 823px) 100vw, 823px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-64dfa68 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"64dfa68\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3202399\" data-id=\"3202399\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c2062ee elementor-widget elementor-widget-text-editor\" data-id=\"c2062ee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW259588067 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259588067 BCX0\">In this case, you may even specify a specific date to ensure that the lead is mentioned on that day. Afterwards you can choose the confirm option to save the modifications that have been made. The likelihood can be determined using this characteristic. You may quickly determine your odds of winning a specific opportunity using the parameters used to calculate success rate.<\/span><\/span><span class=\"EOP SCXW259588067 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-26778e8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"26778e8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-49c46bc\" data-id=\"49c46bc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4852c44 elementor-widget elementor-widget-image\" data-id=\"4852c44\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"286\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_9.png\" class=\"attachment-large size-large wp-image-49674\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_9.png 816w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_9-300x105.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_9-768x269.png 768w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a8456a2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a8456a2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8d17236\" data-id=\"8d17236\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-558393e elementor-widget elementor-widget-text-editor\" data-id=\"558393e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h3><b><span data-contrast=\"auto\">Rule based assignment\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3><p><span data-contrast=\"auto\">A rule-based assignment used to assign leads to salespeople using specified criteria solely is available as the Next option within the CRM Module.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-003c218 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"003c218\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-53d19e0\" data-id=\"53d19e0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5fc7bef elementor-widget elementor-widget-image\" data-id=\"5fc7bef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"340\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_10.png\" class=\"attachment-large size-large wp-image-49675\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_10.png 816w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_10-300x125.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_10-768x320.png 768w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-25666a1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"25666a1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6f3290e\" data-id=\"6f3290e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-235249b elementor-widget elementor-widget-text-editor\" data-id=\"235249b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW253339497 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253339497 BCX0\">When this feature is selected, Odoo uses rules to decide the leads automatically. The majority of sales teams automatically use this choice. Manual assignment or repeated assignment are both options. You can even enable an interval for repetition if the process needs to run again. The following data will then update independently after that. We can do this on our own by using the specific manual option. By choosing Sales Teams from the Configuration menu in the CRM Module, you may now create new sales teams. After filling out the necessary information for the newly formed Sales Team, you are given access to a new section called Assignment Rules.<\/span><\/span><span class=\"EOP SCXW253339497 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f405777 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f405777\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-675b516\" data-id=\"675b516\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-651423c elementor-widget elementor-widget-image\" data-id=\"651423c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"823\" height=\"383\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_11.png\" class=\"attachment-large size-large wp-image-49677\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_11.png 823w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_11-300x140.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_11-768x357.png 768w\" sizes=\"(max-width: 823px) 100vw, 823px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8e352da elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8e352da\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-12d1b5e\" data-id=\"12d1b5e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8a4fe63 elementor-widget elementor-widget-text-editor\" data-id=\"8a4fe63\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW103430560 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW103430560 BCX0\">You can make assignment rules by using the Edit Domain option. When you choose that choice, a new page will open.<\/span><\/span><span class=\"EOP SCXW103430560 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-203b590 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"203b590\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cbe4aac\" data-id=\"cbe4aac\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e3df0fa elementor-widget elementor-widget-image\" data-id=\"e3df0fa\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"823\" height=\"224\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_12.png\" class=\"attachment-large size-large wp-image-49678\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_12.png 823w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_12-300x82.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_12-768x209.png 768w\" sizes=\"(max-width: 823px) 100vw, 823px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cdfd213 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cdfd213\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-efd652a\" data-id=\"efd652a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-237f9d8 elementor-widget elementor-widget-text-editor\" data-id=\"237f9d8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW161052252 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW161052252 BCX0\">With the Add Filter icon, you may now add new filters. This option is available to all members of the team. Let&#8217;s say we choose the filter option Country contains US. Then, this sales team will independently configure leads from the US. A specific domain will be set up for each salesperson. A page will appear after selecting the Add button located on the member&#8217;s tab.<\/span><\/span><span class=\"EOP SCXW161052252 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-91b5002 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"91b5002\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6dc077b\" data-id=\"6dc077b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-14cff30 elementor-widget elementor-widget-image\" data-id=\"14cff30\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"819\" height=\"440\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_13.png\" class=\"attachment-large size-large wp-image-49679\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_13.png 819w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_13-300x161.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_13-768x413.png 768w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3650d51 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3650d51\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ab66be5\" data-id=\"ab66be5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c869b3f elementor-widget elementor-widget-text-editor\" data-id=\"c869b3f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW8434129 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW8434129 BCX0\">You can choose the leads for each member in accordance with the domain settings by clicking the Assign Leads button in the top left corner.<\/span><\/span><span class=\"EOP SCXW8434129 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-14cc7ad elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"14cc7ad\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ccc7327\" data-id=\"ccc7327\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-68e62f4 elementor-widget elementor-widget-image\" data-id=\"68e62f4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"818\" height=\"377\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_14.png\" class=\"attachment-large size-large wp-image-49680\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_14.png 818w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_14-300x138.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_14-768x354.png 768w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c3ce364 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c3ce364\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-50fcd7e\" data-id=\"50fcd7e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-05a80a3 elementor-widget elementor-widget-text-editor\" data-id=\"05a80a3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h3><b><span data-contrast=\"auto\">Lead generation<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3><p><span data-contrast=\"auto\">Certain special capabilities are available in the Lead Generation Tab of the CRM Module settings to improve lead generation operations. The options offered under the Lead Generating option are Lead Enrichment, Lead Mining, and Visits to Leads. These choices are triggered dependent on a certain number of credits, and the Purchase Credits option also allows you to purchase credits.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9fba132 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9fba132\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c383e14\" data-id=\"c383e14\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6ba5e0d elementor-widget elementor-widget-image\" data-id=\"6ba5e0d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"375\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_15.png\" class=\"attachment-large size-large wp-image-49681\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_15.png 817w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_15-300x138.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_15-768x353.png 768w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a5d7d80 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a5d7d80\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e2c7266\" data-id=\"e2c7266\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-91081c7 elementor-widget elementor-widget-text-editor\" data-id=\"91081c7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW127917958 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW127917958 BCX0\">By using their email address, leads can be activated with the company&#8217;s data using the Lead Enrichment option. The lead enrichment tab&#8217;s equivalent option can be used to improve leads that are in demand in this way.<\/span><\/span><span class=\"EOP SCXW127917958 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ff97593 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ff97593\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-aaaaed8\" data-id=\"aaaaed8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ffb4f2e elementor-widget elementor-widget-image\" data-id=\"ffb4f2e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"818\" height=\"375\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_16.png\" class=\"attachment-large size-large wp-image-49682\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_16.png 818w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_16-300x138.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_16-768x352.png 768w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f07137b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f07137b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-75d2da2\" data-id=\"75d2da2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9a28233 elementor-widget elementor-widget-text-editor\" data-id=\"9a28233\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The Lead Mining option is in the following section, and it helps you create fresh leads based on factors like their country, size, industry, and many more. Also, utilizing the Visit to Leads feature, you may turn website visitors into leads and thereby use IP addresses to enrich data.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"auto\">Partners commission<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3><p><span data-contrast=\"auto\">You will find some trigger options in this tab, like Automatic PO Frequency and Minimum PO Amount Total. Some alternatives under partner commissions play a specific role in addition to the other possibilities.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7edcdd0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7edcdd0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-43f41d4\" data-id=\"43f41d4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-31ce816 elementor-widget elementor-widget-image\" data-id=\"31ce816\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"815\" height=\"388\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2023\/02\/Screenshot_17.png\" class=\"attachment-large size-large wp-image-49683\" alt=\"\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_17.png 815w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_17-300x143.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2023\/02\/Screenshot_17-768x366.png 768w\" sizes=\"(max-width: 815px) 100vw, 815px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ec102d4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ec102d4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7e96ea8\" data-id=\"7e96ea8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ee7c4a1 elementor-widget elementor-widget-text-editor\" data-id=\"ee7c4a1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The frequency at which the purchase order can be confirmed on its own will be stated using the Automatic PO Frequency option. With the Minimum PO Amount Total option, you may specify the minimal sum required to confirm the purchase order on its own.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">These are the features that are displayed in the CRM Module settings of the Odoo ERP Software.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><p>Looking to take your business to the next level with Odoo 16 CRM? Look no further! Our team of experts is dedicated to bringing you the latest insights, tips, and tricks on how to optimize your CRM system using Odoo 16.<\/p><p>And if you ever find yourself in need of assistance with Odoo 16 CRM, don&#8217;t hesitate to give us a call. Our team is always happy to help, whether you&#8217;re just starting out or looking to take your CRM game to the next level.<\/p><p>So why wait? Check out <strong><a href=\"https:\/\/targetintegration.com\/en_in\/case-study\/envirobuild-overcomes-challenge-with-odoo-the-power-of-understanding-its-full-potential\/\">our work<\/a><\/strong> today and start taking your CRM to new heights with Odoo 16!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Various settings in the all new Odoo 16 CRM The organization is assisted in locating and then sustaining its clients&#8230;<\/p>","protected":false},"author":5,"featured_media":49691,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1,15,178],"tags":[],"class_list":["post-49664","post","type-post","status-publish","has-post-thumbnail","hentry","category-article","category-erp","category-odoo"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo 16 CRM - Settings - Odoo Lead Generation | Target Integration<\/title>\n<meta name=\"description\" content=\"Discover how to optimize your business with Odoo 16 CRM in our latest blog post. 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