Book a meeting

Assign Leads with Predictive Lead Scoring in Odoo CRM

Estimated reading: 2 minutes 309 views

Predictive lead scoring in Odoo CRM calculates the probability of winning each lead, so leads can be assigned to the right salesperson automatically based on how likely they are to convert.

How predictive lead scoring works

It is a machine-learning model, always active in Odoo CRM, that uses historical data on won and lost opportunities to predict each new lead’s probability of success, using the naive Bayes probability model. The probability shown on an opportunity updates automatically as it moves through the pipeline.

How to customise the scoring variables

  1. Go to CRM > Configuration > Settings, and under Predictive Lead Scoring, click Update Probabilities.
  2. Choose which variables to include: State, Country, Phone Quality, Email Quality, Source, Language and Tags. Stage and Team are always included.
  3. Set the date to consider leads created from, and click Confirm.

How to change a probability manually

Click the probability number on an opportunity form to edit it directly. This stops automatic updates for that opportunity. Click the gear icon next to the probability to turn automatic scoring back on.

How to set up rule-based lead assignment

  1. Go to CRM > Configuration > Settings and enable Rule-Based Assignment.
  2. Choose to run it Manually, or Repeatedly at a set time interval.

Leads can still be assigned manually at any time using the circular arrow icon or the Assign Leads button on the sales team page.

How to set assignment rules by probability

  1. Go to CRM > Configuration > Sales Teams and select a team.
  2. Under Assignment Rules, click Edit Domain, then Add Filter.
  3. Select Probability, choose a comparison such as greater than, and enter a value, for example 20 for 20%.

For example, setting the rule to Probability greater than 20% assigns only higher-potential leads to that team.

Frequently asked questions

Which variables always affect the lead score?

Stage and Team are always taken into account, regardless of which optional variables are enabled.

Can I set a probability manually?

Yes, by clicking the probability number on an opportunity, though this stops it updating automatically until reactivated with the gear icon.

Can leads be assigned automatically on a schedule?

Yes, using Rule-Based Assignment set to run Repeatedly at a chosen interval, or Manually when triggered.

Need help?

Need help setting up lead scoring or assignment in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

Assign Leads with Predictive Lead Scoring in Odoo CRM - PreviousConvert Leads into OpportunitesNext - Assign Leads with Predictive Lead Scoring in Odoo CRMCreate leads (from email or manually)

Recently Viewed articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel