Advanced Lead Filters
Create exact lead reports, compare status totals, isolate unknown geographic data, update lead status from results and save personal filter templates.
6 guides
Setup, access and lead scope
Install the module, locate its two workspaces and understand how core lead permissions limit the report.
Open guide →WorkflowLead report criteria
Apply staff, status, source, geography, tags, type and date criteria exactly as implemented.
Open guide →WorkflowSummary, columns and result actions
Interpret status totals, lost/junk percentages, table columns, custom fields and inline status actions.
Open guide →WorkflowSaved lead-filter templates
Create, load, update and delete reusable personal lead-filter templates.
Open guide →WorkflowSecurity, limitations and troubleshooting
Understand permission and implementation limits and resolve common empty, missing or unexpected results.
Open guide →WorkflowGeography and data-quality filters
Use country, state, city and ZIP values—including Unknown—to identify incomplete lead data.
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