Filter leads by ZIP code
Limit the report using stored lead zip values.
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
Limit the report using stored lead zip values. 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 ZIP.
- Select one or more listed ZIP values.
- Apply the filter.
- Open a returned lead to verify its stored address value.
Fields, choices and supported possibilities
ZIPSelect one or more listed ZIP values.
UnknownAvailable as an explicit data-quality choice.
Code-backed validations and workflow rules
- ZIP Unknown includes blank or null ZIP values.
Expected result and verification
- Filter leads by ZIP code 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.