Understand Advanced Lead Filters
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains the report, summary and personal-template capabilities in version 1.1.4.
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
Understand the report, summary and personal-template capabilities in version 1.1.4. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Lead Filters from the administrator sidebar.
- Select criteria and apply the report.
- Check the status summary and lead table together.
- Use inline status actions only when core lead permissions allow the change.
- Save a personal template for repeat analysis.
Fields and options
ReportFiltered DataTables lead list.
SummaryCounts by configured status plus Lost and Junk.
TemplatesPersonal saved report parameters.
Module version1.1.4.
Rules and limits
- The module analyses existing leads; it does not replace the core lead workspace.
- Core lead visibility and edit rules continue to apply.
Check it worked
- The module overview check 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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