• You can create Filter Templates of your choice from the available filters & save it for future use.(Usage : Mainly use for different kind of report need & at time access inbuilt functionally of Perfex CRM)


• It save time of user in generating similar kind of report as once template is save can be used anytime.

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)


• Supports Kanban view for filtered data

Screenshots

Create a Lead Filter

Kanban view of Lead Filter

Leads Summary on Filter

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Advanced Lead Filters” module in minutes.

If you want to send automatic follow up SMS to your Leads, you can check our new module Lead Follow up Scheduler.

Demo

View Demo

UserName : demo_lead@demo.com

Password: 12345678