odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/pipeline/lost_opportunities.md

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+---
+title: "Lost opportunities"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/pipeline/lost_opportunities.html"
+---
+
+==================
+# Lost opportunities
+
+Not every opportunity results in a successful sale. To keep the pipeline up-to-date, *lost*
+opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring
+issues, reveal coaching opportunities, and can assist with improving overall sales strategy.
+
+> **note**:
+>    :doc:`Merging lost opportunities <merge_similar>` with active ones will pull them back into the
+   pipeline.
+
+# Mark an opportunity as lost
+
+To mark an opportunity as lost, first open the :menuselection:`CRM app`, and then select an
+opportunity from the pipeline by clicking on its corresponding Kanban card. Doing so reveals that
+opportunity's detail form.
+
+Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form.
+
+.. image:: lost_opportunities/lost-opps-lost-button.png
+   :alt: Buttons from the top of an opportunity record with the lost button emphasized.
+
+This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
+choose an existing lost reason. If no applicable reason is available, then create a new one by
+entering it into the :guilabel:`Lost Reason` field, and then clicking :guilabel:`Create`.
+
+Additional notes and comments can be added below the lost reason in the designated
+:guilabel:`Closing Note` field.
+
+> **tip**:
+>    Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the
+   :guilabel:`Mark Lost` pop-up window are required. However, it is recommended to include this
+   information for the sake of traceability, accountability, and reporting purposes.
+
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+:guilabel:`Mark as Lost`.
+
+.. image:: lost_opportunities/lost-opps-lost-reason.png
+   :alt: Lost reasons popup with sample reasons.
+
+After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right
+corner of the opportunity.
+
+.. image:: lost_opportunities/lost-banner.png
+   :alt: A lost opportunity with the lost banner added.
+
+> **note**:
+>    To mark an *inactive* (archived) opportunity as lost, set the :guilabel:`Probability` field to
+   `0` percent.
+
+.. _crm/lost-reasons:
+
+# Create/edit lost reasons
+
+To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app -->
+Configuration --> Lost Reasons`.
+
+To edit an existing lost reason, click the reason to be edited to highlight it. From here, change
+the selected lost reason by editing the :guilabel:`Description` field.
+
+To create a new lost reason, click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost
+Reasons` page. Then, type the new lost reason in the :guilabel:`Description` field.
+
+# View lost opportunities
+
+To retrieve lost opportunities, go :menuselection:`CRM app --> Sales --> My Pipeline`, then click on
+the search bar at the top of the page, and then remove all of the default filters.
+
+.. image:: lost_opportunities/lost-opps-lost-filter.png
+   :alt: Search bar with lost filter emphasized.
+
+Open the :guilabel:`Filters` drop-down menu by clicking the :icon:`fa-caret-down`
+:guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down menu containing
+:guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into
+respective columns.
+
+Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon selecting
+:guilabel:`Lost`, only the opportunities marked as `Lost` appear on the :guilabel:`Pipeline` page.
+
+## Sort opportunities by lost reason
+
+To filter opportunities by a specific lost reason, click the :icon:`fa-caret-down`
+:guilabel:`(dropdown)` icon to the right of the search bar again to open the drop-down menu. In
+addition to the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add
+Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
+
+On the :guilabel:`Add Custom Filter` pop-up window, click in the first field and type `Lost Reason`
+in the search bar, or scroll to search through the list to locate it. Then, click into the next
+field, and select :guilabel:`=` from the drop-down menu. Click into the third field, and then select
+a lost reason from the drop-down menu. Finally, click :guilabel:`Add`.
+
+.. image:: lost_opportunities/lost-opps-lost-custom-filter.png
+   :alt: Search bar with custom filter added for lost reason.
+
+> **tip**:
+>    To view results for more than one lost reason, select the operator :guilabel:`is in` in the
+   second field of the custom filter in the :guilabel:`Add Custom Filter` pop-up window. Choosing
+   this operator makes it possible to choose multiple lost reasons in the third field.
+
+   .. image:: lost_opportunities/multiple-lost-reasons.png
+      :alt: Add Custom Filter pop-up with multiple lost reasons selected.
+
+# Restore lost opportunities
+
+To restore a lost opportunity, open the :menuselection:`CRM` app to reveal the :guilabel:`Pipeline`
+dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the
+:icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the
+drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
+columns.
+
+Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost
+opportunities on the :guilabel:`Pipeline` page.
+
+> **tip**:
+>    To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from
+   the search bar.
+
+From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing
+so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has
+been restored.
+
+.. image:: lost_opportunities/lost-opps-restore.png
+   :alt: Lost opportunity with emphasis on the Restore button.
+
+## Restore multiple opportunities at once
+
+To restore multiple opportunities at once, open the dashboard mega menu by clicking the
+:icon:`fa-caret-down` :guilabel:`(dropdown)` icon (to the right of the search bar) and select the
+default :guilabel:`Lost` option located under the left-side :guilabel:`Filters` column.
+
+Next, select the list view option, represented by the :icon:`fa-bars` :guilabel:`(list)` icon in the
+upper-right corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a
+list view. With the list view chosen, select the checkbox to the left of each opportunity to be
+restored.
+
+Once the desired opportunities have been selected, click the :icon:`fa-cog` :guilabel:`Actions`
+drop-down menu at the top of the :guilabel:`Pipeline` page. From the :icon:`fa-cog`
+:guilabel:`(Actions)` drop-down menu, select :guilabel:`Unarchive`.
+
+Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no
+longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search
+bar to reveal these newly-restored opportunities.
+
+.. image:: lost_opportunities/lost-opps-unarchive.png
+   :alt: Action button from list view with the Unarchive option emphasized.
+
+# Manage lost leads
+
+If *Leads* are enabled on a database, then they can be marked as *lost* in the same manner as
+opportunities. Leads use the same :ref:`lost reasons <crm/lost-reasons>` as opportunities.
+
+> **note**:
+>    To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check
+   the :guilabel:`Leads` checkbox. This adds a new :guilabel:`Leads` menu to the header menu bar at
+   the top of the page.
+
+## Mark a lead as lost
+
+To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the
+list. Doing so reveals that lead's detail form. Then, click :guilabel:`Lost`, located at the top of
+the lead's detail form.
+
+This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
+choose an existing lost reason. If no applicable reason is available, then create a new one by
+entering it into the :guilabel:`Lost Reason` field, and selecting :guilabel:`Create`.
+
+Additional notes and comments can be added below the lost reason designated in the
+:guilabel:`Closing Note` field.
+
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+:guilabel:`Mark as Lost`.
+
+## Restore lost leads
+
+To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, and then click the
+:icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the
+drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns.
+
+Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads
+on the :guilabel:`Leads` page.
+
+Then, click on the desired lost lead to restore, which opens that lead's detail form.
+
+From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so
+removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored.
+
+## Restore multiple leads at once
+
+To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the
+:guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to
+the left of each lead to be restored.
+
+Once the desired leads have been selected, click the :icon:`fa-cog` :guilabel:`(Actions)` drop-down
+menu at the top of the :guilabel:`Leads` page. From the :icon:`fa-cog` :guilabel:`(Actions)`
+drop-down menu, select :guilabel:`Unarchive`.
+
+Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the
+:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search bar to reveal
+these newly-restored leads.
+
+.. seealso::
+   :doc:`../performance/win_loss`

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/pipeline/manage_sales_teams.md

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+---
+title: "Manage sales teams"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/pipeline/manage_sales_teams.html"
+---
+
+==================
+# Manage sales teams
+
+The *Sales Teams* feature within Odoo's *CRM* app allows for the creation and management of multiple
+sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople.
+
+# Create a sales team
+
+To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then
+click :guilabel:`New`.
+
+On the blank sales team form, enter a name in the :guilabel:`Sales Team` field.
+
+Next, select a :guilabel:`Team Leader` from the drop-down list.
+
+Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team
+whenever a message is sent to that unique email address. Choose whether to accept emails from
+:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or
+:guilabel:`Authenticated Employees`.
+
+Select a :guilabel:`Company` from the drop-down menu to assign this team to.
+
+> **note**:
+>    The :guilabel:`Company` field is only visible in multi-company databases, and is not required.
+
+.. image:: manage_sales_teams/sales-team-creation.png
+   :align: center
+   :alt: The settings page for a new sales team.
+
+> **note**:
+>    If the *Sales* app is installed on the database, an :guilabel:`Invoicing Target` field appears on
+   the sales team form. This is the revenue target for the current month. The amount entered in this
+   field is used to populate the invoicing progress bar on the :ref:`sales team dashboard
+   <crm/sales-team-dashboard>`.
+
+## Add sales team members
+
+To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
+team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window.
+
+> **note**:
+>    If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on the *CRM* app's
+   *Settings* page, clicking :guilabel:`Add` under the :guilabel:`Members` tab opens an
+   :guilabel:`Add: Salespersons` pop-up window. Tick the checkbox to the far-left of the
+   salesperson to be added to the team, then click :guilabel:`Select`.
+
+   .. image:: manage_sales_teams/add-salespersons.png
+      :align: center
+      :alt: The Add: Salespersons pop-up window on a new sales team.
+
+Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent
+this salesperson from being automatically assigned leads, tick the :guilabel:`Skip auto assignment`
+checkbox. If this feature is activated, the salesperson can still be assigned leads manually.
+
+.. image:: manage_sales_teams/create-sales-team-members.png
+   :align: center
+   :alt: The Create Sales Team Members pop-up window.
+
+The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the
+past thirty days for this team, and the maximum number of leads they should be assigned. To edit the
+maximum number of leads this salesperson can be assigned, enter that amount in the :guilabel:`Leads
+(30 days)` field.
+
+> **tip**:
+>    :doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual
+   salespeople using the :guilabel:`Domain` section.
+
+Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members.
+
+# Enable multi teams
+
+To allow salespeople to be assigned to more than one sales team, the *Multi Teams* setting needs to
+be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the
+:guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click
+:guilabel:`Save` at the top-left of the page.
+
+.. image:: manage_sales_teams/enable-multi-teams.png
+   :align: center
+   :alt: The settings page of the CRM app with the Multi Teams setting enabled.
+
+.. _crm/sales-team-dashboard:
+
+# Sales team dashboard
+
+To view the sales team dashboard, go to :menuselection:`CRM app --> Sales --> Teams`. Any team the
+user is a member of appears in the dashboard.
+
+.. image:: manage_sales_teams/sales-teams-dashboard.png
+   :align: center
+   :alt: The sales team dashboard in the CRM app.
+
+Each Kanban card gives an overview of the sales team's open opportunities, quotations, sales orders,
+and expected revenue, as well as a bar graph of new opportunities per week, and an invoicing
+progress bar.
+
+Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* pipeline.
+
+Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right corner of
+the Kanban card to open a drop-down menu. Then, to view or edit the team's settings, click
+:guilabel:`Configuration`.
+
+.. seealso::
+   - :doc:`../optimize/utilize_activities`
+   - :doc:`../track_leads/lead_scoring`

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/pipeline/merge_similar.md

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+---
+title: "Merge similar leads and opportunities"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/pipeline/merge_similar.html"
+---
+
+=====================================
+# Merge similar leads and opportunities
+
+Odoo automatically detects similar *leads* and *opportunities* within the *CRM* app. Identifying
+these duplicated records allows them to be merged without losing any information in the process.
+Not only does this help keep the *pipeline* organized, but it also prevents customers from being
+contacted by more than one salesperson.
+
+> **note**:
+>    When merging opportunities, no information is lost. Data from the other opportunity is logged in
+   the chatter, and the information fields, for reference.
+
+# Identify similar leads and opportunities
+
+Similar leads and opportunities are identified by comparing the *email address* and *phone number*
+of the associated contact. If a similar lead/opportunity is found, a *Similar Leads* smart button
+appears at the top of the lead (or opportunity) record.
+
+.. image:: merge_similar/similar-smart-button.png
+   :align: center
+   :alt: An opportunity record with emphasis on the Similar Leads smart button.
+
+## Comparing similar leads and opportunities
+
+To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app -->
+Pipeline` or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the
+:guilabel:`Similar Leads` smart button. Doing so opens a Kanban view that only displays similar
+leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if
+they should be merged.
+
+# Merging similar leads and opportunities
+
+> **important**:
+>    When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
+   merging the information into the first created lead/opportunity. However, if a lead and an
+   opportunity are being merged, the resulting record is referred to as an opportunity, regardless
+   of which record was created first.
+
+After confirming that the leads/opportunities should be merged, return to the Kanban view using the
+breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the
+:icon:`oi-view-list` :guilabel:`(list)` icon to change to list view.
+
+Check the box on the left of the page for the leads/opportunities to be merged. Then, click the
+:icon:`fa-cog` :guilabel:`Actions` icon at the top of the page, to reveal a drop-down menu. From
+that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities or
+leads.
+
+When :guilabel:`Merge` is selected from the :icon:`fa-cog` :guilabel:`Actions` drop-down menu, a
+:guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign
+opportunities to` heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the
+appropriate drop-down menus.
+
+Below those fields, the leads/opportunities to merge are listed, along with their related
+information. To merge those selected leads/opportunities, click :guilabel:`Merge`.
+
+.. image:: merge_similar/select-merge.png
+   :align: center
+   :alt: List of similar leads and opportunities selected for merge in the CRM app.
+
+.. danger::
+   Merging is an irreversible action. Do **not** merge leads/opportunities unless absolutely certain
+   they should be combined.
+
+# When leads/opportunities should not be merged
+
+There may be instances where a similar lead or opportunity is identified, but should *not* be
+merged. These circumstances vary, based on the processes of the sales team and organization. Some
+potential scenarios are listed below.
+
+## Lost leads
+
+If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, it can still be merged
+with an active lead or opportunity. The resulting lead/opportunity is marked active, and added to
+the pipeline.
+
+## Different contact within an organization
+
+Leads/opportunities from the same organization, but with different points of contact, may not have
+the same needs. In this case, it is beneficial to *not* merge these records, though assigning the
+same salesperson, or sales team, can prevent duplicated work and miscommunication.
+
+## Existing duplicates with more than one salesperson
+
+If more than one lead/opportunity exists in the database, there may be multiple salespeople assigned
+to them, who are actively working on them independently. While these leads/opportunities may need
+to be managed separately, it is recommended that any affected salespeople be tagged in an internal
+note for visibility.
+
+## Contact information is similar but not exact
+
+Similar leads and opportunities are identified by comparing the email addresses and phone numbers of
+the associated contacts. However, if the email address is *similar*, but not *exact*, they may need
+to remain independent.
+
+.. example::
+   Three different leads were added to the pipeline and assigned to different salespeople. They
+   were identified as *Similar Leads* due to the email addresses of the contacts.
+
+   Two of the leads appear to come from the same individual, `Robin`, and have identical email
+   addresses. These leads should be merged.
+
+   The third lead has the same email domain, but the address is different, as is the contact name.
+   While this lead is most likely from the same organization, it is from a different contact, and
+   should **not** be merged.
+
+   .. image:: merge_similar/contact-info-example.png
+      :align: center
+      :alt: List of similar leads with emphasis on the contact information in the CRM app.

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/pipeline.md

@@ -0,0 +1,15 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/pipeline.html"
+---
+
+:nosearch:
+# 
+# Organize the pipeline
+
+.. toctree::
+   :titlesonly:
+
+   pipeline/lost_opportunities
+   pipeline/merge_similar
+   pipeline/manage_sales_teams

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/track_leads/lead_distribution_report.md

@@ -0,0 +1,191 @@
+---
+title: "Lead distribution report"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/track_leads/lead_distribution_report.html"
+---
+
+========================
+# Lead distribution report
+
+A *lead distribution report* can be used to see if active leads are being assigned equitably
+across sales members. It can also be used to view the distribution of good or :doc:`quality leads
+<quality_leads_report>`, and see how frequently each salesperson is receiving (and keeping) leads.
+
+Lead distribution reports can be run each week to help keep salespeople on track, while
+providing them with ample good leads. These reports can also be used to see whether sales members
+are staying productive, if good leads are being lost too often by one salesperson, and what
+percentage of good leads are being retained overall.
+
+# Create lead distribution reports
+
+To create a lead distribution report, first navigate to :menuselection:`CRM app --> Reporting -->
+Pipeline`, which reveals the :guilabel:`Pipeline Analysis` dashboard.
+
+Remove all the default filters in the search bar at the top of the page. Doing so
+displays data related to *all* leads.
+
+:ref:`Custom filters <search/custom-filters>` can now be added by clicking the :icon:`fa-caret-down`
+:guilabel:`(down caret)` icon, to the right of the search bar, to reveal a drop-down menu of search
+and filter options.
+
+Three columns are displayed: :ref:`Filters <search/filters>`, :ref:`Group By <search/group>`, and
+:ref:`Favorites <search/favorites>`. To begin, navigate to the bottom of the :guilabel:`Filters`
+column, and click :guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` pop-up
+window, where the essential filters can be added one at a time.
+
+.. _crm/track_leads/essential-filters:
+
+## Essential filters
+
+The following filter conditions are used to create a basic lead distribution report. Together they
+gather all leads created within a certain timespan that have an associated contact method and have
+been assigned to a sales team.
+
+### Lead creation date
+
+Click the first field, under :guilabel:`Match any of the following rules:`, that has the value
+:guilabel:`Country` in it. In the popover that appears, type `Created on` in the search bar, or
+scroll to search through the list to locate and select it.
+
+Then, in the second field of that row, select :guilabel:`>=` from the drop-down menu. This operator
+**only** includes values greater than (or equal to) the value in the third, rightmost field.
+
+The third field on the :guilabel:`Add Custom Filter` pop-up window should contain the earliest date
+leads are selected from.
+
+For example, setting `01/01/2024 00:00:00` only includes leads created from, and including, the
+first day of 2024.
+
+.. image:: lead_distribution_report/created-on.png
+   :align: center
+   :alt: Add a Created On rule for the start of the year onward.
+
+.. _crm/track_leads/sales-team:
+
+### Sales team
+
+Click :guilabel:`New rule` to add another row to the form, and choose :guilabel:`Sales Team` for
+this rule's parameter. Then, click the second field of the new rule, and select :guilabel:`contains`
+from the drop-down menu. Selecting this operator filters for any records that contain the words in
+the third, rightmost field.
+
+> **tip**:
+>    For certain pre-determined, limited choices like a sales team, the :guilabel:`is in` operator
+   helps make for an easier and more accurate selection, via a drop-down menu in the third field,
+   instead of risking a typo or incorrect value in the text box field that accompanies the
+   :guilabel:`contains` operator.
+
+In this third field, enter the name of the desired sales team(s) that are to be included in the
+report. It is important for all :guilabel:`contains` argument values to be specific enough and
+spelled correctly as they exist in Odoo, otherwise this risks returning multiple (or zero) values.
+
+.. image:: lead_distribution_report/sales-team-location.png
+   :align: center
+   :alt: Use Sales Team to filter the location the lead is associated with.
+
+> **important**:
+>    By adding more than one rule to the form, a new option emerges at the top of the pop-up window
+   above all the filters, to specify whether :guilabel:`any` :icon:`fa-caret-down` or
+   :guilabel:`all` :icon:`fa-caret-down` of the conditions should match. This distinction is
+   important to set correctly, as it impacts the driving logic of how the filters return data.
+
+Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be sure the :guilabel:`all`
+:icon:`fa-caret-down` option is chosen instead. This setting will **only** show records that match
+*all* the rules contained inside the form.
+
+.. _crm/track_leads/phone-number:
+
+### Contact method
+
+> **note**:
+>    The instruction below is not necessary, however, it's highly recommended to add a set contact
+   value to the report's search criteria. A lot of spam, duplicate, or low quality leads can easily
+   be screened out of the report simply by adding either a set :guilabel:`Phone` or
+   :guilabel:`Email` rule.
+
+Add another :guilabel:`New rule` to the form and set the first field to the first field to
+:guilabel:`Phone`. Then, select :guilabel:`is set` from the drop-down menu in the second field.
+Selecting this operator **only** filters for records that have a phone number associated with the
+lead.
+
+Alternatively (or in addition to the above rule), click :guilabel:`New rule` and set the first field
+to :guilabel:`Email`. Then, select :guilabel:`is set` from the drop-down menu in the second field.
+
+These rules add only leads with an associated contact method to the report.
+
+.. _crm/track_leads/active-status:
+
+### Active status
+
+Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of the `Phone is set` line,
+to add a new rule that branches from the rules above.
+
+Two horizontal sets of fields appear below a line showing :guilabel:`any` :icon:`fa-caret-down`
+:guilabel:`of:` option. This setting filters for records that match **any** of the rules contained
+inside. This uses the same logic as an OR (`|`) logical operator.
+
+Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` in the next field.
+
+Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to :guilabel:`Active is set`
+to create a new line of fields beneath it.
+
+Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not set` in the next field.
+
+.. image:: lead_distribution_report/active-set.png
+   :align: center
+   :alt: Use Active to include active status in the report.
+
+This rule adds the activity status of the lead to the report.
+
+> **note**:
+>    Active status is an important filter to include when creating a lead distribution report because
+   it includes **all** leads regardless of won/lost or active/inactive status in the report. This
+   provides a comprehensive view of all the leads assigned to each sales member.
+
+### Group by
+
+Once all filters are set, click the :guilabel:`Add` button to add these filters to the search bar.
+To have the report grouped appropriately, click the :icon:`fa-caret-down` :guilabel:`(down caret)`
+icon, to the right of the search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group
+By` section. All results are now grouped by the salesperson assigned to each lead.
+
+Once the rules for the filter are set, click the purple :guilabel:`Confirm` button at the bottom of
+the pop-up menu to save the custom filter and close the pop-up menu.
+
+The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each filter rule in the
+search bar.
+
+Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of the search bar, to view
+the report as a bar chart. Alternatively, click the :icon:`oi-view-list` :guilabel:`(List)` icon to
+view leads in a grouped list.
+
+> **tip**:
+>    To save the filter so it can easily be re-applied, click the :guilabel:`Save current search`
+   button in the :guilabel:`Favorites` section of the search bar drop-down menu.
+
+   Next, type a name for the filter in the text box below. Check the :guilabel:`Shared` checkbox to
+   have the filter shared with any user with access to the pipeline. Finally, click the purple
+   :guilabel:`Save` button below to save the filter.
+
+   The filter will now appear with the name it was given under the :guilabel:`Favorites` section of
+   the drop-down menu and can be re-applied by clicking on it.
+
+## Filter for quality leads
+
+The following additional conditions are provided as an example of a *good*, but *not comprehensive*,
+set of rules for finding quality leads. These filters should be applied on top of the
+:ref:`crm/track_leads/essential-filters` in the order specified to achieve a heavily-detailed
+filter.
+
+- **Referred-by:** Filter for referrals, such as by appointment or sales member.
+- **Source:** Filter for specific source UTMs, such as Facebook or LinkedIn.
+- **Notes:** Filter for internal notes.
+- **Tags:** Filter for categorical tags.
+- **Email:** Filter for specific email domains, such as gmail.com or yahoo.com.
+- **Salesperson:** Filter for leads associated with certain sales members.
+
+These conditions can be added, removed, or modified to best fit the desired information in the
+report.
+
+.. seealso::
+   - :ref:`quality_leads_report/add-quality-rules`
+   - :doc:`../../../essentials/search`