From 73245bc7547c2054a8297ab8f4f3549577d1e4aa Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?meval1006=E2=80=8B?= Date: Tue, 18 Nov 2025 10:41:56 -0800 Subject: [PATCH] [IMP] crm: revise automatic rule based lead assignment --- .../applications/sales/crm/track_leads/lead_scoring.rst | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 43b5a861b9..f9f6a36685 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -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