Combine multiple lead-filter criteria
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Narrow the report using ownership, status, source, geography, tags, type and date together.
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 this guide helps you do
Narrow the report using ownership, status, source, geography, tags, type and date together. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Select the intended staff scope where available.
- Select statuses and sources.
- Add geography, tags or a special lead type.
- Select Created Date or Last Contact and a period.
- Hide columns if required.
- Apply the report; remove criteria one at a time if no records match.
Fields and options
Different filter familiesCombined as narrowing conditions.
Multi-select valuesStatuses, sources, geography and tags allow multiple selected alternatives.
Rules and limits
- Every applicable filter family must match.
Check it worked
- The combined lead report 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.
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