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“ADVANCED LEAD FILTERS”, THIS MODULE CAN BE USE IN PERFEX CRM TO EXTENDS ITS LEAD FILTER FUNCTIONALITY.
- 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.
- 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)