Use the rolling 3-month lead period
Apply the 3 Months period to Created Date or Last Contact.
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
Apply the 3 Months period to Created Date or Last Contact. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the lead report.
- Choose Created Date or Last Contact.
- Choose 3 Months under Period.
- Apply the report.
- Verify leads around the start and end boundaries.
Fields, choices and supported possibilities
Filter By DateCreated Date or Last Contact.
Period3 Months
Code-backed validations and workflow rules
- Starts on the first day two months before the current month and ends at the current month end.
Expected result and verification
- Use the rolling 3-month lead period 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.
- Confirm the CRM timezone when validating day/week/month boundaries.