Open a lead from filtered results
Use the ID or name link to open the core lead modal.
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
Use the ID or name link to open the core lead modal. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Run the report.
- Select the lead ID or name.
- Confirm the core lead modal opens.
- Review or update the lead only within your core lead permissions.
Fields, choices and supported possibilities
ID/Name linkUses the CRM lead modal behaviour.
Code-backed validations and workflow rules
- The filtering module does not provide a separate lead editor.
Expected result and verification
- Opening the lead 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.