Choose Created Date or Last Contact for lead filtering
Select the date column that receives the period condition. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify 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 you’ll accomplish
Select the date column that receives the period condition. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the report.
- Under Filter By Date, choose Created Date for acquisition analysis or Last Contact for engagement analysis.
- Select a period.
- Apply the report.
- Check leads with blank Last Contact values when using that basis.
Fields and options to review
Created DateUses the lead dateadded value.
Last ContactUses the lead lastcontact value.
Rules the system enforces
- Leads without Last Contact will not match a bounded last-contact period.
How to confirm it worked
- Selecting the date basis 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.
Continue with related guidance
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