As your business grows globally, your lead list becomes a chaotic mix of languages, industries, and deal sizes. The challenge isn't just "Who can handle this lead?" It’s —
Who is the best person to handle this lead right now?
If you rely on rigid assignment rules, your experts might sit idle waiting for the "perfect" lead while the rest of the team is drowning. If you rely on manual assignment, you create bottlenecks.
Odoo 19 solves this dilemma with the new Lead Assignment Priority Filter. It doesn't just route leads; it ranks them, ensuring your team’s unique "superpowers" are utilized first.
The Solution: The "Fast Lane" for Your Best Leads
The Priority Filter works alongside your standard assignment rules. Think of it as a VIP list for each salesperson. It tells the system:
"This salesperson can handle anything, but they should prioritize these specific types of leads first."
This allows for a hybrid workflow: A salesperson remains available for general inquiries to keep their pipeline full, but the system guarantees that high-match leads (like specific languages or industries) jump to the front of their queue immediately.
Before vs. After: The Efficiency Shift
Before
The Rigid Blockage
You set a strict rule: "Marie only receives French leads."
Monday morning comes. There are zero French leads, so Marie sits idle with an empty pipeline. Meanwhile, her colleague John is overwhelmed with 50 general English leads.
The workload is unbalanced, and efficiency drops.
After
The Priority Flow!
You set a Priority Filter: "Marie prefers French leads, but can take others."
A new French lead comes in Odoo’s Priority Filter, spots it, and instantly places it at the top of Marie's list. Once she handles the French leads, the system automatically fills the rest of her capacity with general English leads.
Result: Marie is always busy, but her specialist skills are never wasted.
How it Works: "Cherry-Picking" Automated
Let’s stick with the example of a multilingual team. Marie is your French expert, but she speaks English too.
- Standard Domain: You set Marie to receive leads from All Countries (so she stays busy).
- Priority Filter: You add a specific filter for Marie: Language = French.
When Odoo runs the assignment cycle, it looks for French leads and gives them to Marie first. If there are no French leads left, it assigns her standard leads. You get the best of both worlds: specialized attention where it counts, and full team utilization everywhere else.
How to Set the Priority Filter Up?
Here is the practical setup to ensure Giay gets his preferred leads first, but never runs out of work:
- Activate "Rule-Based Assignment"
- Create the Team
Go to your Sales Team settings and add a salesperson.
- Set the Rules
Assignment Domain: Leave this blank (or set to "All"). This means Giya is allowed to take any lead.
Priority Filter: Set this to Language = French. This means Giya wants these leads first.
- The Result
When Odoo runs the assignment, it looks for French leads and gives them to Giay immediately. If (and only if) it can't find any, it fills his queue with other available leads.
Beyond Language: 4 Ways to Use Priority Filters
The power of the Priority Filter extends to any data point in your CRM. You can create "Fast Lanes" for:
High Value Routing
Give your Senior Reps a priority filter for Revenue Potential > $50k.
Your closers get the big fish first; juniors get the smaller deals, but seniors can still help out if the big deals dry up.
Industry Expertise
Prioritize Industry = Healthcare for the rep with a medical background.
They speak the jargon and close faster, but aren't blocked from taking other leads.
"Hot" Source Handling
Prioritize leads from Source = Google Ads for your rapid-response team
Paid leads (which cost you money) get instant attention over organic/cold leads.
Local vs. Global
A rep in New York prioritizes City = New York, but helps with national leads when local volume is low.
Why this improves sales performance?
Using the Priority Filter delivers three distinct advantages:
100% Utilization
No one sits idle waiting for "perfect" matches. The system fills the gaps with general work.
Higher Conversion Rates
The most difficult/specific leads automatically land with the people most qualified to close them.
Fairer Distribution
It stops the "cherry-picking" culture where reps fight for good leads. The system does the cherry-picking for you, fairly and logically.
Conclusion
The Odoo 19 Lead Priority Filter transforms your CRM from a simple mailbox into an intelligent traffic controller. It ensures that your most valuable leads are never stuck in a queue and your team is always working on what matters most.
Ready to see how Odoo 19 transforms your CRM workflow?
Contact us today to explore how we can configure Priority Filters to match your team’s unique structure and maximize your close rates.
Smarter Sales, Not Harder: How Odoo 19’s "Lead Priority Filter" Maximizes Your Team’s Potential