The complete engine for fair lead distribution and territory ownership
Distribute leads, own territories, and score quality — with live preview, explicit conflict detection, and a plain-language explanation for every decision.
The problem
Inbound leads pile up on whoever is fastest, territory ownership lives in a spreadsheet nobody fully trusts, and native lead scoring is Enterprise-only and opaque. Sales operations has no reliable way to prove distribution is fair, prove coverage is complete, or explain why a lead landed where it did.
The solution
One unified engine combines weighted distribution pools, hierarchical territory ownership, and a rule-based scoring engine — with a live preview before anything is committed, explicit conflict detection with priority resolution, and a plain-language audit trail explaining every assignment.
Everything sales ops needs, in one app
Every capability below is implemented in the module.
Weighted Assignment Pools
Round-robin, weighted round-robin, least-loaded, fixed-user, and territory-owner strategies, with per-rep daily/weekly caps and skip days across multiple parallel pools.
Hierarchical Territories
Define territories by postcode prefix, country, state, city, or industry, nested in a parent/sub-territory hierarchy, with uncovered and overlap warnings shown directly in the list.
Live Assignment Preview
Simulate assignment for a batch of leads and see exactly who each one would go to before anything is written to the database.
Explicit Conflict Detection
Overlapping territories and same-priority pools are flagged automatically, with a first-match-by-priority order you set explicitly to resolve the conflict.
Weighted Lead Scoring Engine
Build scoring rules with equals, contains, greater/less-than, in-list, email-domain and set operators, gated by a minimum score threshold before assignment.
A/B/C/D Grade Bands
Raw scores roll up into an at-a-glance A/B/C/D grade, so quality routing and reporting stay readable for non-technical staff.
Plain-Language Audit Log
Every assignment records a readable explanation of the pool, strategy, score, grade, and territory match that caused it — full history for accountability and disputes.
Fairness & Workload Dashboard
A graph dashboard shows leads per rep over time and live workload balance, so managers can prove distribution is equitable at a glance.
Bulk Reassignment & Rollback
Re-home many leads or accounts at once during re-orgs, with a before/after preview and safe rollback of the whole batch.
How it works
Define territories & pools
Build a territory hierarchy and configure distribution pools with a strategy, member caps, weights, and skip days.
Add scoring rules
Set weighted scoring rules and A/B/C/D grade bands so lead quality routes to the right priority automatically.
Preview before you commit
Run the live preview wizard against a batch of leads and confirm exactly who would receive each one before saving.
Assign, audit & adjust
Leads auto-assign on creation, every decision is logged in plain language, and bulk reassignment with rollback handles re-orgs.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. It runs a fully configurable engine — round-robin, weighted round-robin, least-loaded, fixed-user, and territory-owner strategies — with per-rep caps, skip days, and multiple pools running in parallel.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Sales Territory & Lead Assignment
Weighted assignment pools and hierarchical territories with a live preview and explicit conflict detection — plus weighted lead scoring, A/B/C/D grades and a plain-language audit log.
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