Setup, access and lead scope
Install the module, locate its two workspaces and understand how core lead permissions limit the report.
8 guides
Advanced Lead Filters
Open guide →GuideUnderstand Advanced Lead Filters
Understand the report, summary and personal-template capabilities in version 1.1.4.
Open guide →GuideInstall and activate Advanced Lead Filters
Activate version 1.1.4 and create the saved-filter storage table.
Open guide →GuideOpen the Advanced Lead Filters report
Use the exact sidebar path to reach the lead report and summary.
Open guide →GuideOpen Lead Filter Templates
Open the current staff member’s saved lead-report definitions.
Open guide →GuideAssign Advanced Lead Filters permissions
Grant View and understand the separately registered Create capability.
Open guide →GuideUnderstand which leads a staff member can see
Apply the module’s exact lead-visibility condition.
Open guide →GuideUnderstand the default This Month lead period
Know why a first report request is initially limited to the current month.
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