Setup, access and lead scope
Install the module, locate its two workspaces and understand how core lead permissions limit the report.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand Advanced Lead Filters
Understand the report, summary and personal-template capabilities in version 1.1.4.
Install and activate Advanced Lead Filters
Activate version 1.1.4 and create the saved-filter storage table.
Open the Advanced Lead Filters report
Use the exact sidebar path to reach the lead report and summary.
Open Lead Filter Templates
Open the current staff member’s saved lead-report definitions.
Assign Advanced Lead Filters permissions
Grant View and understand the separately registered Create capability.
Understand which leads a staff member can see
Apply the module’s exact lead-visibility condition.
Understand the default This Month lead period
Know why a first report request is initially limited to the current month.