Summary, columns and result actions
Interpret status totals, lost/junk percentages, table columns, custom fields and inline status actions.
9 guides
Advanced Lead Filters
Open guide →GuideRead the lead-status summary
Use counts by configured lead status to understand the filtered pipeline.
Open guide →GuideRead Lost and Junk percentages
Interpret the lost/junk figures as percentages of the counted filtered leads.
Open guide →GuideControl visible lead columns
Hide selected columns from the result table and export presentation.
Open guide →GuideUnderstand Advanced Lead Filters result columns
Read all implemented standard and conditional lead columns.
Open guide →GuideOpen a lead from filtered results
Use the ID or name link to open the core lead modal.
Open guide →GuideChange lead status from filtered results
Use the inline status dropdown and understand its dependency on core lead rules.
Open guide →GuideUnderstand current-user row highlighting
Know why some lead rows receive an alert highlight for globally privileged viewers.
Open guide →GuideUnderstand the absence of bulk actions
Know that the report table explicitly disables module bulk actions.
Open guide →No guide in this section matches that filter. Try fewer or broader words, or use the global Help Centre search above.