Summary, columns and result actions
Interpret status totals, lost/junk percentages, table columns, custom fields and inline status actions.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Read the lead-status summary
Use counts by configured lead status to understand the filtered pipeline.
Read Lost and Junk percentages
Interpret the lost/junk figures as percentages of the counted filtered leads.
Control visible lead columns
Hide selected columns from the result table and export presentation.
Understand Advanced Lead Filters result columns
Read all implemented standard and conditional lead columns.
Open a lead from filtered results
Use the ID or name link to open the core lead modal.
Change lead status from filtered results
Use the inline status dropdown and understand its dependency on core lead rules.
Understand current-user row highlighting
Know why some lead rows receive an alert highlight for globally privileged viewers.
Understand the absence of bulk actions
Know that the report table explicitly disables module bulk actions.