Open the Advanced Lead Filters report
Follow this guide to use the exact sidebar path to reach the lead report and summary. 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
Use the exact sidebar path to reach the lead report and summary. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Sign in to the staff administrator area.
- Go to Lead Filters in the sidebar.
- Select Lead Filters.
- Verify the criteria form, lead-status summary and result table load.
Fields and options to review
Sidebar parentLead Filters.
Report childLead Filters.
Menu positionThe source registers the parent at sidebar position 35.
Rules the system enforces
- Administrators or staff with the module View capability see the menu.
How to confirm it worked
- Opening the 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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