Understand Advanced Lead Filters
Understand the report, summary and personal-template capabilities in version 1.1.4.
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
Understand the report, summary and personal-template capabilities in version 1.1.4. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Lead Filters from the administrator sidebar.
- Choose criteria and apply the report.
- Review the status summary and lead table together.
- Use inline status actions only when core lead permissions allow the change.
- Save a personal template for repeat analysis.
Fields, choices and supported possibilities
ReportFiltered DataTables lead list.
SummaryCounts by configured status plus Lost and Junk.
TemplatesPersonal saved report parameters.
Module version1.1.4.
Code-backed validations and workflow rules
- The module analyses existing leads; it does not replace the core lead workspace.
- Core lead visibility and edit rules continue to apply.
Expected result and verification
- The module overview check 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.