Open Lead Filter Templates
Open the current staff member’s saved lead-report definitions.
Exact navigationAdmin Area → Lead Filters → Lead Filter Templates
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
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.
Exact step-by-step process
- Open Lead Filters in the sidebar.
- Select Lead Filter Templates.
- Review the personal template list.
- Select a template to load it into the report.
Fields, choices and supported possibilities
OwnershipThe list is restricted to the current staff ID.
Code-backed validations and workflow rules
- There is no shared organisation template library.
Expected result and verification
- 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.