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:

Their team member, Mitchell, has two leads in the Proposition stage with activities that are due.

The yellow 📞 (phone) icon indicates that the Modern Open Space lead has a phone call activity scheduled for today. The red ✉️ (envelope) icon indicates that the 5 VP Chairs lead has an email activity scheduled that is past due.

Clicking on the 5 VP Chairs 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.

Create an unattended leads report¶

To create an unattended leads report, first navigate to CRM app ‣ Reporting ‣ Pipeline to open the Pipeline Analysis dashboard. Click into the Search... bar at the top of the page, and remove all of the default filters.

Next, add custom filters by clicking the 🔻(triangle pointed down) icon to the right of the Search... bar to open the drop-down menu that contains Filters, Group By, and Favorites columns. Under the Filters column, click Add Custom Filter, which opens an Add Custom Filter pop-up window.

The Add Custom Filter pop-up window allows for the creation of more specific filters.

カスタムフィルタを追加¶

In order to generate an unattended leads report, filters need to be created for the following conditions:

• Past due activities: 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.

• Unassigned leads: excludes leads without an assigned salesperson.

• Specific sales teams: 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.

Add filter for past due activities¶

Click the first field for the new rule, and type Activities in the Search... bar, or scroll to search through the list to locate it. Then, next to Activities, click the > (greater than sign) to open a new drop-down menu with secondary conditions.

Type Due Date in the Search... bar, or scroll to search through the list. Click Due Date to add it to the rule.

Then, click into then next field and select <= 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.

未割当リードを除外する¶

After filtering for activities, add a New Rule. Then, click into the first field for the new rule, and type Salesperson in the Search... bar, or scroll to search through the list to locate it.

In the rule's second field, select is set from the drop-down menu. Selecting this operator excludes any leads not assigned to a specific salesperson.

Add a Sales team¶

レポートの結果を1つまたは複数の販売チームに限定するには、 新規規則 をクリックします。次に、新しい規則の最初のフィールドをクリックし、 検索... バーに 販売チーム と入力するか、リストをスクロールして検索します。

In the rule's second field, select 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.

結果を表示¶

カスタムフィルタを追加 フォームの上部には、 どれでも または 全て の規則に一致させるオプションがあります。レポートを適切に実行するためには、以下のフィルタの 全て に一致するレコードのみを含める必要があります。フィルタを追加する前に、このフィールドで 全て が選択されていることを確認して下さい。

After the filters are configured, click 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 🔻(triangle pointed down) icon to the right of the Search... bar to open the drop-down menu that contains Filters, Group By, and Favorites columns. Under the Group By heading, select Salesperson.

To change to a list view, click the ≣ (list) icon in the top-right corner of the screen.

ちなみに

Clicking the (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:

• Activities: the summary of the latest activity for this lead.

• Expected Closing: the estimated date on which the lead will be won.

• Probability: estimated success rate based on the stage.