Filter leads by staff member
Apply the Staff Member criterion to the lead report.
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
Apply the Staff Member criterion to the lead report. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the lead report.
- Locate Staff Member.
- Select one member.
- Set any other required criteria.
- Select Apply Filter and Save Template.
- Review both the summary and result table.
Fields, choices and supported possibilities
Staff MemberSelect one member.
Code-backed validations and workflow rules
- Available only to users with global core Leads View; matches the selected assigned staff ID.
Expected result and verification
- Filter leads by staff member 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.