Advanced Lead Filters
Create exact lead reports, compare status totals, isolate unknown geographic data, update lead status from results and save personal filter templates.
Browse Advanced Lead Filters by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access and lead scope
Install the module, locate its two workspaces and understand how core lead permissions limit the report.
Lead report criteria
Apply staff, status, source, geography, tags, type and date criteria exactly as implemented.
Summary, columns and result actions
Interpret status totals, lost/junk percentages, table columns, custom fields and inline status actions.
Saved lead-filter templates
Create, load, update and delete reusable personal lead-filter templates.
Security, limitations and troubleshooting
Understand permission and implementation limits and resolve common empty, missing or unexpected results.
Geography and data-quality filters
Use country, state, city and ZIP values—including Unknown—to identify incomplete lead data.