Filter leads by source
Apply the Source criterion to the lead report. 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
Apply the Source criterion to the lead report. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the lead report.
- Find Source.
- Select one or more configured lead sources.
- Set any other required criteria.
- Select Apply Filter and Save Template.
- Check both the summary and result table.
Fields and options to review
SourceSelect one or more configured lead sources.
Rules the system enforces
- Selected sources are treated as an allowed set.
How to confirm it worked
- Filter leads by source 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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