[ADD] crm: new lead distribution report

[pabr-odoo]

Task card: https://www.odoo.com/odoo/project/3835/tasks/3985571

Adding a new doc to CRM on generating a lead distribution report from the CRM pipeline.

[robodoo]

[ksc-odoo]

hey @pabr-odoo -- just finished my Review on this PR. Really great job. Awesome attention to detail here. That said, I do have a fairly decent amount of comments/feedback/suggestions, etc. that require your attention. So, if you could give those a look, and implement the necessary adjustments, then you can tag me again for another quick look. Once we iron out those details, I'll give ya the go ahead for the next stage. Thanks! 👍

[pabr-odoo]

Hey @ksc-odoo I implemented your suggestions. Please give it a look over when you get the chance and let me know if there's any changes that still need to be made. Thanks!

[ksc-odoo]

hey @pabr-odoo -- just gave this one another look. great job on the revisions so far. Just a handful of other suggestions/comments that require your attention. Once you implement those, feel free to tag this for Tech Review. Thanks! 👍

[pabr-odoo]

Hey @samueljlieber tagging this new doc for tech review when you get the chance. Thanks!

[StraubCreative]

Hi @pabr-odoo
A few outstanding items before we can continue the tech review.

• too many screenshots, try to include only what's necessary or completely filled out forms (instead of multiple micro shots)
• we cannot use screenshots of the internal odoo database so like filters-dropdown.png for examples is a no go.
• there are some screenshots (and maybe instructions) that are not necessary for this report, they are supplemental to further filter for quality leads. All of the stuff around lead sourcing (does not contain personal email addresses, Source is livechat) is extra.
  • I'm mentioning it bc I don't want readers to misunderstand what is necessary vs. what is helpful/extra (does that make sense?)
• merge conflict that has to be solved on crm.rst

[pabr-odoo]

Hey @StraubCreative thanks again for your feedback! This should hopefully be good to go for tech review now when you get the chance.

[StraubCreative]

8d8cdf2: fixes all line-break issues (about 9 or so in total).

@pabr-odoo let's take a look at your linter and VSCode setup to make sure those are all set up correctly bc they will help with a lot of things such as early/late line breaks 👍

[StraubCreative]

Hi @pabr-odoo

Good push last round!

To continue dialing this in for accuracy, formatting, and being concise, I have some more feedback for you below. You should be able to batch commit a lot of it and then for the latter material we can discuss if you like.

Thank you for your continued effort on this, and please tag me again when it's ready for another review 🤙

[pabr-odoo]

Thanks again @StraubCreative for all your effort in helping with this doc. I implemented the changes you suggested before and think it's looking great with this round of suggestions. Please take another look whenever you get the chance.

[StraubCreative]

Hi @pabr-odoo

Great effort, I think this came out nicely! 👍
Approving with some optional comments for you to consider.

When you're ready to move forward, please tag @samueljlieber for tech review/merge, thanks!

[pabr-odoo]

Hey @samueljlieber this is ready for tech review whenever you're free. Thanks so much!

[samueljlieber]

Hi @pabr-odoo! Fantastic job on this new CRM doc on creating a lead distribution report 👏 This is a really great reference and I like how you covered custom filters in a way that readers should feel empowered to create their own personalized reports.

I know I have a number of fixes, but don't be discouraged! These are all minor changes for RST syntax and our doc guidelines, and some suggestions, overall this PR is looking great!

Please tag me for one more quick look once each of my suggestions are addressed, thank you!

[pabr-odoo]

Hey @samueljlieber thanks so much for the encouragement and thorough review! I addressed all your changes, but added back the seealso admonition at the very end of the doc and kept "active-set.png" as it was used in the doc. Please let me know if I'm mistaken, or if anything else needs to be addressed. Thanks again for all your hard work!

[samueljlieber]

@pabr-odoo! Nice work, your PR is looking great! Approving with two more quick fixes, thank you for your work! Please merge after addressing these two :)
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@robodoo delegate=pabr-odoo

[pabr-odoo]

@robodoo r+