Purpose
=======
As a Lead Manager, I do not really care about what's in the "Lead Pipeline"
since this does not exist. Instead, I want to keep an eye on all the leads that
entered the CRM to see how well they are doing and how they are spread.
Specifications
==============
- Remove the group on the Reporting
> Leads menu item, this menu can be used with Opportunities only
- Move it below the Pipeline report
- By default, this menu shows all crm.lead :
- no matter the type (lead/opp) but with the filters in the search view
if needed
- no matter if won/active/lost (but again, filters allow me to change that
if needed)
- Default grouped by month creation date
- Filtered on records created this year to avoid displaying 10 years of CRM
usage - already done
=> The difference if I activate leads is that then I have the extra filters, ...
but this is already valid if I'm only working with opportunities
Also, on the report list view of the leads, this commit brings some small
modifications in order to have a better view of what kind of lead and 'where'
they are:
- Hide by default the "City" field
- Add "Type" field before "Probability" field (only if Leads are activated)
- Add "Stage_id" after "Type" field
Task-2671372
closesodoo/odoo#78748
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
David Beguin
75e9b2bff7