Use the rolling 3-month lead period
Apply the 3 Months period to Created Date or Last Contact. 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 3 Months period to Created Date or Last Contact. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the lead report.
- Select Created Date or Last Contact.
- Select 3 Months under Period.
- Apply the report.
- Check leads around the start and end boundaries.
Fields and options to review
Filter By DateCreated Date or Last Contact.
Period3 Months
Rules the system enforces
- Starts on the first day two months before the current month and ends at the current month end.
How to confirm it worked
- Use the rolling 3-month lead period 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.
- Verify the CRM timezone when validating day/week/month boundaries.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.