Odoo 14 book

Scoring Rules

The scoring rule methodology of the Odoo platform will allow the users to have a prioritization of the leads generated from the various sources. The scoring rules can be allocated to each of the sources based on the way of operation.

Once the score rule module is installed from the applications module of the Odoo platform the user will be able to view a new tab for the menu of scoring rules in the CRM dashboard. The user can select this menu and create a new scoring rule. The modifications on the existing ones can also be carried out. The rule name, rule type and the value of the scoring can be allocated. In addition, a domain can be allocated, these can be of multiple domains and the event based rule option can be enabled.