Open the Advanced Lead Filters report
Use the exact sidebar path to reach the lead report and summary.
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 exact sidebar path to reach the lead report and summary. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Sign in to the staff administrator area.
- Open Lead Filters in the sidebar.
- Select Lead Filters.
- Confirm the criteria form, lead-status summary and result table load.
Fields, choices and supported possibilities
Sidebar parentLead Filters.
Report childLead Filters.
Menu positionThe source registers the parent at sidebar position 35.
Code-backed validations and workflow rules
- Administrators or staff with the module View capability see the menu.
Expected result and verification
- Opening the report 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.