Combine multiple lead-filter criteria
Narrow the report using ownership, status, source, geography, tags, type and date together. 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
Narrow the report using ownership, status, source, geography, tags, type and date together. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Select the intended staff scope where available.
- Select statuses and sources.
- Add geography, tags or a special lead type.
- Select Created Date or Last Contact and a period.
- Hide columns if required.
- Apply the report; remove criteria one at a time if no records match.
Fields and options to review
Different filter familiesCombined as narrowing conditions.
Multi-select valuesStatuses, sources, geography and tags allow multiple selected alternatives.
Rules the system enforces
- Every applicable filter family must match.
How to confirm it worked
- The combined lead report 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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