Assign Leads with Predictive Lead Scoring in Odoo CRM

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Introduction

Want to make sure the right salesperson gets the right lead automatically? With predictive lead scoring in Odoo CRM, you can assign leads based on how likely they are to convert. This smart feature uses your historical data to predict success rates, helping sales teams focus on what matters most high-quality leads.

By combining automated lead assignment with predictive scoring, your business can save time, close more deals, and boost productivity.

Understanding Agents in Zoho Desk

 

  1. Understand Predictive Lead Scoring

Predictive lead scoring is a machine learning tool built into Odoo CRM. It calculates the probability of winning each opportunity by analysing past CRM data—like sources, languages, tags, and more.

The scoring model uses the Naive Bayes probability algorithm, meaning the more leads your business handles, the smarter and more accurate Odoo becomes.

Odoo constantly updates the probability of success as a lead moves through your sales pipeline.

 

  1. Customise Predictive Lead Scoring Settings

By default, predictive scoring is enabled automatically. However, you can adjust which variables Odoo considers.

To do this:

  1. Go to CRM → Configuration → Settings
  2. Scroll to Predictive Lead Scoring
  3. Click Update Probabilities
  4. Select variables that influence your lead success, such as:
    • Country or State
    • Phone Quality
    • Email Quality
    • Source (e.g., social media, website)
    • Language
    • Tags

✅ Note: Stage and Sales Team are always included by default.

  1. Choose a start date for when Odoo should begin scoring
  2. Click Confirm to apply changes
  1. Manually Adjust Lead Probability (Optional)

Sometimes you may want to manually override the predicted probability.

  • Open an opportunity
  • Click the probability percentage to edit it
  • Change the value as needed

 

⚠️ If you manually update the score, Odoo will stop adjusting it automatically.
To reactivate predictive scoring, click the gear icon next to the probability field.

  1. Enable Rule-Based Lead Assignment

Want Odoo to automatically assign leads to the right team or person? You can set up rules based on lead score.

Here’s how:

  1. Go to CRM → Configuration → Settings
  2. Enable Rule-Based Assignment
  3. Choose how you want it to run:
    • Manually (you trigger it)
    • Repeatedly (Odoo assigns leads on a schedule)

If you select Repeatedly:

  • Set the time interval (e.g. every hour)

You can still assign leads manually by clicking the circular arrow icon or using the Assign Leads button on the sales team page.

  1. Set Assignment Rules for Sales Teams

To assign leads based on probability:

  1. Go to CRM → Configuration → Sales Teams
  2. Select a sales team
  3. Under Assignment Rules, click Edit Domain
  4. Click Add Filter
  5. In the filter:
    • Select Probability
    • Choose the comparison (e.g. >=)
    • Enter a value (e.g. 20 for 20%)

 

✅ Example: To assign only high-potential leads, use Probability >= 20.

You can also set rules for individual team members:

  • Go to the Members tab
  • Click a user
  • Edit their Domain filters

🧠 Each team or user can tick “Skip Auto Assignment” to opt out of automated assignment but still be assigned manually.

Tips

  • Start with basic filters, then refine over time
  • Use lead probability to prioritise sales follow-up
  • Avoid assigning very low-score leads unless required
  • Test your rules before going live with full automation
  • Use the CRM pipeline stages to visually track lead progress

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