The “Advanced Lead Filters” module enhances the lead filter functionality in Perfex CRM by allowing users to create dynamic filters according to their preferences and save them for future use. This feature is particularly useful for generating different types of reports and accessing built-in functionalities of Perfex CRM more efficiently. By saving filter templates, users can save time when generating similar reports in the future.
Key advantages include:
1. Filtering Leads: Users can filter leads based on their specific criteria.
2. Custom Period Selection: Users can select a custom period between the start date and due date for filtering.
3. Customizable Reports: Reports can be exported with only the required columns, allowing users to hide non-essential columns for better clarity and presentation.
ADDED ADVANTAGE:
- Can be used to filter Leads.
- Can be select custom period for between start date & due date.
- Can be used to filter by custom fields. [Note: Any 4 custom fields (except Date/Date Time custom fields)]
- Lead statuses can be changed from Filtered Table.
- Report can Expert with required Column (i.e. can hide non required Column)
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