Open Lead Filter Templates
Follow this guide to open the current staff member’s saved lead-report definitions.
Where to goAdmin Area → Lead Filters → Lead Filter Templates
Before you start
- Verify 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 helps you do
Open the current staff member’s saved lead-report definitions. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Lead Filters in the sidebar.
- Select Lead Filter Templates.
- Check the personal template list.
- Select a template to load it into the report.
Fields and options
OwnershipThe list is restricted to the current staff ID.
Rules and limits
- There is no shared organisation template library.
Check it worked
- Opening the template list 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.
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