[ADD] crm: unattended leads report doc

closes odoo/documentation#8127

X-original-commit: 25f95ce12d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/sales/crm/track_leads.rst

@@ -9,3 +9,4 @@ Assign and track leads
 
    track_leads/prospect_visits
    track_leads/lead_scoring
+   track_leads/unattended_leads_report

content/applications/sales/crm/track_leads/unattended_leads_report.rst

@@ -0,0 +1,187 @@
+=======================
+Unattended leads report
+=======================
+
+*Unattended leads* are leads that have scheduled activities that are either due or past due.
+Whenever an activity is scheduled, Odoo tracks the due date, and sends email reminders to the users
+the activity is assigned to.
+
+An *unattended leads report* compiles all active leads in the pipeline with due or past due
+activities, allowing a sales manager to identify which opportunities require immediate attention.
+
+By pulling a daily unattended leads report, sales managers can remind their teams to address
+outstanding activities before they become past due, helping avoid neglected leads and reinforcing
+proactive behaviors in their salespeople.
+
+.. example::
+
+   A sales manager starts their day by pulling an unattended leads report, and upon switching to
+   list view, they see the following:
+
+   .. image:: unattended_leads_report/unattended-leads-example.png
+      :align: center
+      :alt: List view of a sample Unattended Leads report with the activities emphasized.
+
+  Their team member, Mitchell, has two leads in the *Proposition* stage with activities that are
+  due.
+
+  The yellow :guilabel:`📞 (phone)` icon indicates that the `5 VP Chairs` lead has a phone call
+  activity scheduled for today. The red :guilabel:`✉️ (envelope)` icon indicates that the `Modern
+  Open Space` lead has an email activity scheduled that is past due.
+
+  Clicking on the `Modern Open Space` lead, the sales manager opens the record of the lead and
+  reviews the chatter. They see that the email was scheduled to be sent two days ago, but Mitchell
+  never marked this activity as done.
+
+  .. image:: unattended_leads_report/overdue-activities-email.png
+     :align: center
+     :alt: Example of overdue activities notification in the chatter of a lead.
+
+.. important::
+   In order to pull a unattended leads report, sales teams **must** be regularly utilizing activity
+   in the *CRM* pipeline, on individual lead and opportunity cards.
+
+   It is **not** possible to compile a complete report if the sales people are not using the
+   *Activities* feature in the *chatter*
+
+   For more information, refer to :doc:`Activities <../../../essentials/activities>`
+
+Create an unattended leads report
+=================================
+
+To create an unattended leads report, first navigate to :menuselection:`CRM app --> Reporting -->
+Pipeline` to open the :guilabel:`Pipeline Analysis` dashboard. Click into the :guilabel:`Search...`
+bar at the top of the page, and remove all of the default filters.
+
+.. note::
+   The :guilabel:`Created on` filter can remain active, as this variable may be useful to include in
+   the report.
+
+Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed down)` icon to the right of
+the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`,
+:guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column,
+click :guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
+
+The :guilabel:`Add Custom Filter` pop-up window allows for the creation of more specific filters.
+
+Add custom filters
+------------------
+
+In order to generate an unattended leads report, filters need to be created for the following
+conditions:
+
+ - :ref:`Past due activities <unattended_leads_report/past-due>`: limits the results to only include
+   leads with an assigned activity where the due date has past. This can be altered to include
+   activities due to occur on the date the report is generated as well.
+ - :ref:`Unassigned leads <unattended_leads_report/exclude-unassigned>`: excludes leads without an
+   assigned salesperson.
+ - :ref:`Specific sales teams <unattended_leads_report/sales-team>`: limits results to only include
+   leads assigned to one or more sales teams. This filter is optional and should not be included if
+   the report is intended for the entire company.
+
+.. _unattended_leads_report/past-due:
+
+Add filter for past due activities
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Click the first field for the new rule, and type `Activities` in the :guilabel:`Search...` bar, or
+scroll to search through the list to locate it. Then, next to :guilabel:`Activities`, click the
+:guilabel:`> (greater than sign)` to open a new drop-down menu with secondary conditions.
+
+Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search through the list. Click
+:guilabel:`Due Date` to add it to the rule.
+
+  .. image:: unattended_leads_report/activities-due.png
+     :align: center
+     :alt: Custom filter pop-up with emphasis on the options for activities and due date.
+
+Then, click into then next field and select :guilabel:`<=` from the drop-down menu. Selecting this
+operator includes all activities with a due date up to, and including, the date selected in the next
+field.
+
+The third field can be left as today's date, or adjusted as needed.
+
+.. _unattended_leads_report/exclude-unassigned:
+
+Exclude unassigned leads
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+After filtering for activities, add a :guilabel:`New Rule`. Then, click into the first field for the
+new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll to search through the
+list to locate it.
+
+In the rule's second field, select :guilabel:`is set` from the drop-down menu. Selecting this
+operator excludes any leads not assigned to a specific salesperson.
+
+.. _unattended_leads_report/sales-team:
+
+Add a Sales team
+~~~~~~~~~~~~~~~~
+
+.. note::
+   This filter is optional. To view results for the entire company, do **not** add this filter, and
+   continue to :ref:`View results <unattended_leads_report/view-results>`
+
+To limit the results of the report to one or more sales teams, click :guilabel:`New Rule`. Next,
+click the first field for the new rule, and type `Sales Team` in the :guilabel:`Search...` bar, or
+scroll to search through the list to locate it.
+
+In the rule's second field, select :guilabel:`is in` from the drop-down menu. Selecting this
+operator limits results to the sales teams selected in the next field.
+
+Lastly, in the third field, select the desired sales team from the drop-down menu. Multiple teams
+can be added in this field, where each parameter is treated with an "or" (e.g. "any") operator in
+the search logic.
+
+.. figure:: unattended_leads_report/configured-custom-rules.png
+   :align: center
+   :alt: An example of the Custom Filter pop-up window with all of the rules configured.
+
+   An example of the **Add Custom Filter** pop-up window with all of the rules configured.
+
+.. _unattended_leads_report/view-results:
+
+View results
+============
+
+At the top of the :guilabel:`Add Custom Filter` form, there is an option to match :guilabel:`any` or
+:guilabel:`all` of the rules. In order to properly run the report, only records that match **all**
+of the following filters should be included. Before adding the filters, make sure :guilabel:`all` is
+selected in this field.
+
+.. image:: unattended_leads_report/all-custom-filter.png
+   :align: center
+   :alt: Example of overdue activities notification in the chatter of a lead.
+
+After the filters are configured, click :guilabel:`Add`. The resulting report displays all leads
+assigned to a salesperson where an activity is past due, or is due on the current date. The default
+display is a bar graph, where the leads are grouped by *stage*.
+
+To group the results by salesperson, click the :guilabel:`🔻(triangle pointed down)` icon to the
+right of the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`,
+:guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading,
+select :guilabel:`Salesperson`.
+
+.. note::
+   The option to group by :guilabel:`Sales Team` is also available under the :guilabel:`Group By`
+   heading.
+
+To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-right corner of the
+screen.
+
+.. tip::
+   Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional columns that can be
+   added to the report.
+
+   Some options that are beneficial for this report include:
+
+   - :guilabel:`Activities`: the summary of the latest activity for this lead.
+   - :guilabel:`Expected Closing`: the estimated date on which the lead will be won.
+   - :guilabel:`Probability`: estimated success rate based on the stage.
+
+  .. image:: unattended_leads_report/additional-options.png
+     :align: center
+     :alt: Custom filter pop-up with emphasis on the options for activities and due date.
+
+.. seealso::
+   :doc:`Activities <../../../essentials/activities>`