Choose Created Date or Last Contact for lead filtering
Select the date column that receives the period condition.
Exact navigationAdmin Area → Lead Filters → Lead Filters
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Select the date column that receives the period condition. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the report.
- Under Filter By Date, choose Created Date for acquisition analysis or Last Contact for engagement analysis.
- Choose a period.
- Apply the report.
- Check leads with blank Last Contact values when using that basis.
Fields, choices and supported possibilities
Created DateUses the lead dateadded value.
Last ContactUses the lead lastcontact value.
Code-backed validations and workflow rules
- Leads without Last Contact will not match a bounded last-contact period.
Expected result and verification
- Selecting the date basis completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.