Saved lead-filter templates
Create, load, update and delete reusable personal lead-filter templates.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Save a new lead-filter template
Store the current lead criteria and hidden columns under a personal name
Load a saved lead-filter template
Restore a personal template into the report form
Update a saved lead-filter template
Replace an existing template’s saved criteria
Delete a saved lead-filter template
Delete only the personal template record
Understand lead-filter template ownership
Know why templates are visible only to their staff owner
Understand lead-filter template storage
Understand the saved table fields and serialised parameters
Review lead-filter template activity logs
Find add, update and delete events in CRM activity history