Read Lost and Junk percentages
Interpret the lost/junk figures as percentages of the counted filtered leads.
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
Interpret the lost/junk figures as percentages of the counted filtered leads. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Apply the report.
- Note total counted leads across the summary.
- Review Lost and Junk counts and percentages.
- Compare with the corresponding Lead Type filters.
Fields, choices and supported possibilities
LostCount and percentage of the summary total.
JunkCount and percentage of the summary total.
Code-backed validations and workflow rules
- Percentages depend on the filtered total and may change when any criterion changes.
Expected result and verification
- The lost/junk review 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.