Filter junk leads
Apply the Lead Type 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 Lead Type 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 Lead Type.
- Choose Junk.
- Set any other required criteria.
- Select Apply Filter and Save Template.
- Review both the summary and result table.
Fields, choices and supported possibilities
Lead TypeChoose Junk.
Code-backed validations and workflow rules
- Matches the core junk flag.
Expected result and verification
- Filter junk leads 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.