Use a custom lead date range
Follow this guide to filter Created Date or Last Contact between exact From and To dates. 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
Filter Created Date or Last Contact between exact From and To dates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Select the date basis.
- Set Period to Custom.
- Enter From Date and To Date.
- Apply the report.
- Check both date boundaries.
Fields and options to review
From DateStart boundary.
To DateEnd boundary.
Rules the system enforces
- Equal From and To values use equality; different values use an inclusive BETWEEN condition.
How to confirm it worked
- The custom-range 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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