odoo-forge-bundle 0.1.0

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

@@ -0,0 +1,186 @@
+---
+title: "Assign leads with predictive lead scoring"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/track_leads/lead_scoring.html"
+---
+
+=========================================
+# Assign leads with predictive lead scoring
+
+The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A
+standard practice is to assign leads based on the probability of winning each lead. Companies can
+prioritize the leads that are more likely to result in successful deals by quickly assigning them
+to the appropriate salespeople.
+
+Odoo automatically calculates the probability of winning each lead using a method called *predictive
+lead scoring*.
+
+# Predictive lead scoring
+
+Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to
+score open leads/opportunities.
+
+As a company processes opportunities through the CRM pipeline, Odoo collects data on which
+opportunities are won and lost. Predictive lead scoring uses this data to predict the probability
+of winning each new lead or opportunity.
+
+The more opportunities that are sent through the CRM pipeline, the more data Odoo collects,
+resulting in more accurate probabilities.
+
+Specifically, Odoo's predictive lead scoring uses the *naive Bayes* probability model:
+
+.. math::
+   \begin{equation}
+   P(A | B) = \frac{P(A) \times P(B | A)}{P(B)}
+   \end{equation}
+
+Breaking down the equation:
+
+- P(A|B) = The probability of a successful lead *in this case*
+- P(A) = The overall probability of a lead being successful regardless of the conditions
+- P(B|A) = The probability of this being the case given a lead is successful
+- P(B) = The probability of this being the case
+
+The term *in this case* refers to the variables that can affect a lead being successful in Odoo.
+This can include variables such as the assigned Salesperson, the source of the lead, the language of
+the lead, and other historical and demographic data.
+
+Which variables are considered in this calculation can be :ref:`configured
+<lead_scoring/configuration>` to tailor the calculation to each business's needs.
+
+The probability of success of each opportunity is displayed on the opportunity form, and it updates
+automatically as the opportunity progresses through the CRM pipeline.
+
+.. image:: lead_scoring/probability-opportunity-form.png
+   :align: center
+   :alt: The probability of success displayed on the opportunity form.
+
+When an opportunity moves to the next stage, its probability of success automatically increases
+according to the predictive lead scoring algorithm.
+
+.. _lead_scoring/configuration:
+
+## Configuration
+
+Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the
+probability of success can be customized in the settings.
+
+To customize the variables used by predictive lead scoring, go to :menuselection:`CRM -->
+Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the
+:guilabel:`Update Probabilities` button.
+
+Then, click on the drop-down menu to choose which variables the predictive lead scoring feature
+will take into account.
+
+.. image:: lead_scoring/update-probabilities.png
+   :align: center
+   :alt: The Update Probabilities window in the Predictive Lead Scoring settings.
+
+Any number of the following variables can be activated:
+
+- :guilabel:`State`: the geographical state from which the opportunity originates
+- :guilabel:`Country`: the geographical country from which the opportunity originates
+- :guilabel:`Phone Quality`: whether or not a phone number is listed for the opportunity
+- :guilabel:`Email Quality`: whether or not an email address is listed for the opportunity
+- :guilabel:`Source`: the source of an opportunity (e.g. search engine, social media)
+- :guilabel:`Language`: the spoken language specified on the opportunity
+- :guilabel:`Tags`: the tags placed on the opportunity
+
+> **note**:
+>    The variables `Stage` and `Team` are always in effect. `Stage` refers to the CRM pipeline stage
+   that an opportunity is in. `Team` refers to the sales team that is assigned to an opportunity.
+   Predictive lead scoring *always* takes into account these two variables, regardless of which
+   optional variables are selected.
+
+Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to
+select the date from which predictive lead scoring will begin its calculations.
+
+Lastly, click :guilabel:`Confirm` to save changes.
+
+## Change the probability manually
+
+An opportunity's probability of success can be changed manually on the opportunity form. Click on
+the probability number to edit it.
+
+> **important**:
+>    Manually changing the probability removes the automatic probability updates for that
+   opportunity. The probability will no longer update automatically as the opportunity moves
+   through each stage of the pipeline.
+
+To reactivate automatic probability, click on the gear icon next to the probability percentage.
+
+.. image:: lead_scoring/probability-gear-icon.png
+   :align: center
+   :alt: The gear icon used to reactivate automatic probability on an opportunity form.
+
+# Assign leads based on probability
+
+Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules.
+Create assignment rules based on the leads' probability of success to prioritize those that are
+more likely to result in deals.
+
+## Configure rule-based assignment
+
+To activate *rule-based assignment*, navigate to :menuselection:`CRM --> Configuration -->
+Settings`, and activate :guilabel:`Rule-Based Assignment`.
+
+The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must
+manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger
+the assignment according to the chosen time period.
+
+To set up automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running`
+section. Then, customize how often Odoo will trigger the automatic assignment in the
+:guilabel:`Repeat every` section.
+
+.. image:: lead_scoring/rule-based-assignment.png
+   :align: center
+   :alt: The Rule-Based Assignment setting in CRM settings.
+
+If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be
+triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings
+(or using the :guilabel:`Assign Leads` button on the sales team configuration page).
+
+## Configure assignment rules
+
+Next, configure the *assignment rules* for each sales team and/or salesperson. These rules
+determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM
+--> Configuration --> Sales Teams`, and select a sales team.
+
+On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit
+Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The
+rules can include anything that may be relevant for this company or team, and any number of rules
+can be added.
+
+Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on
+the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove
+the line.
+
+To create an assignment rule based on an opportunity's probability of success, click on the far
+left drop-down menu of an assignment rule line, and select :guilabel:`Probability`.
+
+From the middle drop-down menu, select the desired equation symbol—most likely the symbol for
+*greater than*, *less than*, *greater than or equal to*, or *less than or equal to*.
+
+In the far right space, enter the desired number value of the probability. Finally, click
+:guilabel:`Save` to save changes.
+
+.. example::
+   To configure an assignment rule such that a sales team receives leads that have a probability of
+   success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`.
+
+   .. image:: lead_scoring/probability-domain.png
+      :align: center
+      :alt: Sales team domain set to probability greater than or equal to twenty percent.
+
+Separate assignment rules can also be configured for individual team members. From the sales team
+configuration page, click on a team member in the :guilabel:`Members` tab, then edit the
+:guilabel:`Domain` section. Click :guilabel:`Save` to save changes.
+
+If automatic lead assignment is configured in the settings, both the sales team and individual team
+members have the option to :guilabel:`Skip auto assignment`. Check this box to omit a particular
+sales team or salesperson from being assigned leads automatically by Odoo's rule-based assignment
+feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still
+be assigned leads manually.
+
+To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the
+top of the sales team configuration page. This will assign any leads that are currently unassigned
+and match this team's specified domain.

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

@@ -0,0 +1,161 @@
+---
+title: "Marketing attribution reports"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/track_leads/marketing_attribution.html"
+---
+
+=============================
+# Marketing attribution reports
+
+Use the Odoo *CRM* app to compile a *marketing attribution report*, which analyzes the source of
+leads, and groups them in such a way as to calculate marketing's overall impact on lead generation,
+attribution, won rate, and more.
+
+# Leads Analysis dashboard
+
+Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to :menuselection:`CRM app
+--> Reporting --> Leads`.
+
+> **tip**:
+>    Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard, which is **only**
+   accessible if the *Leads* feature has been activated on the *Settings* page.
+
+   If the *Leads* feature has **not** been activated, the :menuselection:`CRM app --> Sales --> My
+   Pipeline` dashboard can also be used to run reports.
+
+   Both dashboards contain the necessary *Filters* and *Group By* criteria to run an attribution
+   report.
+
+.. seealso::
+   - :doc:`Convert leads into opportunities <../acquire_leads/convert>`
+   - :doc:`Create leads <../acquire_leads/email_manual>`
+
+.. image:: marketing_attribution/reporting-tab-and-leads.png
+   :align: center
+   :alt: Open the CRM app and click on the Reporting tab at the top of the page, then click Leads.
+
+The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, with :guilabel:`Active or
+Inactive` and :guilabel:`Created on: [current year]` filters active in the :guilabel:`Search...`
+bar. The graph visualization displays the number of leads generated, by month and by sales team,
+with each sales team attributed to its own color per month shown.
+
+Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by clicking the respective
+icon located at the top-right of the dashboard. This allows leads to easily be displayed in the
+grouping set by the *Group By* parameters.
+
+.. image:: marketing_attribution/list-view-button.png
+   :align: center
+   :alt: Click the button with four horizontal lines on the top right of the Leads Analysis page.
+
+# Add UTM parameters
+
+*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that are used to track
+visitor data. This includes parameters relating to how a visitor reached the link, such as the type
+of website visited, and/or marketing campaign the visit came from.
+
+Odoo can use these UTMs as parameters in the marketing attribution report to track the metrics and
+performance of marketing campaigns.
+
+## Create UTMs
+
+The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` in Odoo can be used to
+create and configure UTMs.
+
+UTMs can also be automatically generated by the :doc:`Email Marketing
+<../../../marketing/email_marketing>` and :doc:`Marketing Automation
+<../../../marketing/marketing_automation>` apps.
+
+The UTM parameters used in a marketing attribution report are *Medium*, *Source*, and *Campaign*, in
+descending order of coverage.
+
+- *Medium* is the UTM with the widest coverage, and is used to identify the medium used to access
+  the link. This can include mediums such as social media, email, or cost per click (CPC).
+- *Source* is more narrow, and is used to identify the source of traffic. For example, the name of
+  a website, search engine used, or a specific social media platform.
+- *Campaign* is the most narrow, and can track specific marketing campaigns by name. This can
+  include a contest or product name, type of sale, etc.
+
+# Create reports
+
+To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right of
+the :guilabel:`Search...` bar to see the list of filtering and grouping parameters.
+
+:guilabel:`Filters`, located in the left column of the search options, can be used to keep only the
+results that fit the filter. For example, selecting the :guilabel:`Won` filter only shows leads that
+have been won in the attribution report.
+
+:guilabel:`Group By`, found in the middle column, is used to organize the results into groups, and
+can be used with or without filters.
+
+.. image:: marketing_attribution/search-results-multiple-options.png
+   :align: center
+   :alt: Select any number of filters and groups in the search options.
+
+> **tip**:
+>     Setting multiple :guilabel:`Group By` options creates nested groups, according to which option
+    is selected first. For example, selecting :guilabel:`Medium`, followed by :guilabel:`Source`,
+    and then :guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results *first* by
+    medium, *then* by the specific sources in each medium, followed by the campaigns in each source.
+
+    This can be verified by looking at the direction, and order, of the selections in the group tile
+    that appears in the :guilabel:`Search...` bar.
+
+    .. image:: marketing_attribution/group-by.png
+       :align: center
+       :alt: The text in the tile is `Country > City`, showing that city is a subgroup of country.
+
+.. example::
+    For a useful first report:
+
+    #. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter to view only leads
+    that are still marked as active.
+    #. From the :guilabel:`Group By` column, select (in this specific order) :guilabel:`Source`,
+    followed by the :guilabel:`City` or :guilabel:`Country`, depending on which grouping is more
+    relevant.
+
+    .. image:: marketing_attribution/campaign-and-country-groups.png
+       :align: center
+       :alt: Each lead is now sorted by source, followed by city or country.
+
+    This report contains all active leads, grouped first by the source of the lead, then by the
+    city or country each lead is from. This is useful to see the density of active opportunities
+    sorted by location.
+
+    With this data, marketing campaigns, such as conferences or billboards, can be targeted to the
+    locations generating the largest amount of potential revenue. Similarly, more attention can be
+    put toward increasing outreach in locations where existing marketing campaigns are less
+    effective.
+
+# Export reports
+
+To set the measures of the report, begin by navigating to the :icon:`oi-view-pivot`
+:guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` dashboard.
+
+Click the :guilabel:`Measures` button to view the available measures of
+the report. Select the desired measures from the drop-down menu (multiple measures can be selected),
+and verify the measures, filters, and groups are all displayed correctly in the pivot table. This
+ensures the data is ready for export.
+
+To quickly export the data in a list, as a .xlsx file, navigate to the :icon:`oi-view-list`
+:guilabel:`(list view)`. Click on the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon,
+located to the right of :guilabel:`Lead Analysis` in the top-left of the page, and click
+:icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically as a .xlsx file.
+
+For more export options, the report can be exported to the Odoo *Documents* app. From the
+:icon:`oi-view-list` :guilabel:`(list view)` of :guilabel:`Leads Analysis` page, begin by clicking
+the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to
+:icon:`fa-table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` :guilabel:`Insert list in
+spreadsheet`. A pop-up window titled, :guilabel:`Select a spreadsheet to insert your list.` appears.
+
+The report can be renamed using the `Name of the list` field, if desired. The number of items on the
+report can be set with the field labeled: `Insert the first _ records of the list`. Next, select
+either a new :guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. Finally, click
+the :guilabel:`Confirm` button.
+
+.. image:: marketing_attribution/documents-export.png
+   :align: center
+   :alt: Set the name, number of records, and location of the export in the option menu.
+
+To export the report as a .xlsx file, for use in an external spreadsheets program, click the
+:guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, and select the :icon:`fa-upload`
+:guilabel:`Export All` option. If prompted, choose a file location, name the file, then click
+:guilabel:`Save`.

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

@@ -0,0 +1,217 @@
+---
+title: "Quality leads report"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/track_leads/quality_leads_report.html"
+---
+
+====================
+# Quality leads report
+
+A *quality lead* is a lead that is likely to result in a sale. It should match the characteristics
+most commonly believed to help salespeople close a deal, in addition to more precise criteria that
+is specific to each organization.
+
+> **note**:
+>    The specific criteria that defines a *quality lead* is different for every organization. For more
+   information, see :ref:`Define a quality lead <track_links/define-a-lead>`.
+
+A quality leads *report* compares how many quality leads each salesperson has received over a
+specific amount of time, such as within the past 30 days. Sales managers can use such a report to
+make more informed decisions when assigning new leads to their team
+
+.. example::
+   A sales manager pulls a quality leads report using their company's criteria:
+
+   - Leads must include a phone number and an email address.
+   - The email address must be from a professional domain.
+   - The source for the lead must be from a live chat conversation or an appointment with a
+     salesperson.
+
+  After running the report, the manager can see that, although everyone's ability to close a deal
+  has varied, some members of the sales team have received a higher number of quality leads than
+  others.
+
+   .. image:: quality_leads_report/example-report.png
+      :align: center
+      :alt: An example of a quality leads report in the Odoo CRM application.
+
+   Using this information, the sales manager may decide to assign more quality leads to the sales
+   people currently on the lower end, to balance out the distribution of quality leads.
+
+.. _track_links/create-quality-leads-report:
+
+# Create a quality leads report
+
+To create a quality 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 any active filters.
+
+Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar
+to open the drop-down mega menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns. Click :guilabel:`Add Custom Filter`. This opens a :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 a quality leads report, filters need to be created for the following
+conditions:
+
+- :ref:`Starting date <quality_leads_report/starting-date>`: limits results to those created within
+  a specific time frame.
+- :ref:`Specific sales teams <quality_leads_report/sales-team>`: limits results to only include
+  leads for one or more sales teams. This filter is optional and should not be included if the is
+  intended for the entire company.
+- :ref:`Exclude unassigned leads <quality_leads_report/unassigned-leads>`: excludes leads without an
+  assigned salesperson.
+- :ref:`Include archived leads <quality_leads_report/archived-leads>`: ensures that both active and
+  inactive leads are included in the results.
+- :ref:`Add rules for quality leads <quality_leads_report/add-quality-rules>`: includes or excludes
+  results based on criteria that is specific to a company or sales team.
+
+.. figure:: quality_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 *Custom Filter* pop-up window with all of the default rules configured.
+
+.. _quality_leads_report/starting-date:
+
+### Add a starting date filter
+
+Begin by first defining the rule's parameter with a date range, by clicking into the first field, on
+the left of the row, and typing `Created On` in the :guilabel:`Search...` bar, or by scrolling
+through the menu's list to locate it.
+
+In the rule's operator drop-down menu, define the parameter further by selecting either:
+
+- :guilabel:`>= (greater than or equal to)` to specify a start date and include all entries *after*
+  that start date (as well as the initial value itself); or
+- :guilabel:`is between` to more sharply define a time frame with a clear start and end date. All
+  matching entries that fit within the defined start and end dates are included in the report.
+
+With either option, use the pop-up calendar's day and time pickers, in the far right field, to
+define the respective date range. Setting these values concludes the creation of the first rule.
+
+.. _quality_leads_report/sales-team:
+
+### Add a sales team filter
+
+> **note**:
+>    This filter is optional. To view results for the entire company, do **not** add this filter.
+
+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.
+
+.. _quality_leads_report/unassigned-leads:
+
+### Exclude unassigned leads
+
+Next, 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.
+
+.. _quality_leads_report/archived-leads:
+
+### Include archived leads
+
+> **tip**:
+>    This filter is also optional, as it adds archived (inactive) leads to the report, however it is
+   recommended to include this since it pulls *all* assigned leads, regardless of status, into the
+   report. This ensures a more accurate representation of assigned leads is captured. However, to
+   pull a report that only includes active leads, do **not** activate this feature.
+
+Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up window, move the
+:guilabel:`Include archived` toggle to active.
+
+.. image:: quality_leads_report/include-archived.png
+   :align: center
+   :alt: The Add Custom Filter pop-up with emphasis on the Include Archived toggle.
+
+Enabling this feature adds archived (inactive) leads to the report.
+
+.. _quality_leads_report/add-quality-rules:
+
+### Add rules for quality leads
+
+The filters added in this step vary, based on how an organization defines a *quality lead*.
+
+.. _track_links/define-a-lead:
+
+Define a quality lead
+*********************
+
+As defined earlier, a *quality lead* is a lead that is likely to result in a won opportunity.
+Although the exact criteria for a quality lead varies from organization to organization, it is often
+a combination of factors commonly attributed to positive sales outcomes, in addition to factors
+valued by the specific organization.
+
+In addition to the basic filters and grouping options outlined in the general :ref:`Quality leads
+report <track_links/create-quality-leads-report>`, consider the following filters when defining a
+quality lead:
+
+- :guilabel:`Email` or :guilabel:`Phone`: the information in these fields can help determine whether
+  or not a lead is a professional contact.
+- :guilabel:`Source`: this field links to the marketing and lead generation efforts from other Odoo
+  applications, including *Live Chat*, *Social Marketing*, and *Email Marketing*.
+- :guilabel:`Stage`: this filter can be used to eliminate or target leads that have reached specific
+  stages.
+- :guilabel:`Medium`: a lead's source can indicate its quality level, as various channels have
+  different won rates and expected revenues.
+- :guilabel:`Campaign`: adding this filter helps track of the success of different marketing efforts
+  to capture high quality leads.
+- :guilabel:`Lost Reason`: exclude leads that may appear to be quality based on various criteria,
+  but have been marked as *lost* for specified reasons.
+- :guilabel:`Tags`: include or exclude results based on one or more customized tags.
+
+> **tip**:
+>    When adding rules to a custom filter, keep the statements preceding each rule in mind. The
+   statement above a rule determines whether the search results must match **all** of the rules
+   below the statement, or **any** of the rules below the statement.
+
+   .. image:: quality_leads_report/match-all-match-any.png
+     :align: center
+     :alt: Close up of the match rule options on a add custom filter pop-up window.
+
+# View the report
+
+> **important**:
+>    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:: quality_leads_report/match-all-rules.png
+     :align: center
+     :alt: Close up on the match all rules option on the add a custom filter pop-up window.
+
+After the filters are configured, click :guilabel:`Add`. The default display for the report 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 mega menu. Under the :guilabel:`Group
+By` heading, select :guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By`
+heading, click :guilabel:`Add a Custom Group`, then select :guilabel:`Active` on the resulting
+drop-down menu to layer in lead *status*, under the parent :guilabel:`Salesperson` grouping.
+
+The report now displays the total count of *quality leads* each salesperson has received in the
+designated time period. Because there are layered :guilabel:`Group By` filters, the grouped leads
+are also color-coded to identify whether they are *active* or *marked as lost*.
+
+> **tip**:
+>    To save this search for later, click the :guilabel:`🔻(triangle pointed down)` icon next to the
+   :guilabel:`Search...` bar to open the drop-down menu. Under the :guilabel:`Favorites` heading,
+   click :guilabel:`Save current search`.
+
+   In the drop-down menu, rename the report from the default `Pipeline` label to `Quality Leads`,
+   and click :guilabel:`Save`.