Saved lead-filter templates
Create, load, update and delete reusable personal lead-filter templates.
8 guides
Advanced Lead Filters
Open guide →GuideSave a new lead-filter template
Store the current lead criteria and hidden columns under a personal name
Open guide →GuideLoad a saved lead-filter template
Restore a personal template into the report form
Open guide →GuideUpdate a saved lead-filter template
Replace an existing template’s saved criteria
Open guide →GuideDelete a saved lead-filter template
Delete only the personal template record
Open guide →GuideUnderstand lead-filter template ownership
Know why templates are visible only to their staff owner
Open guide →GuideUnderstand lead-filter template storage
Understand the saved table fields and serialised parameters
Open guide →GuideReview lead-filter template activity logs
Find add, update and delete events in CRM activity history
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