Advanced Lead Filters Module for Perfex CRM

Note:This Module is for Perfex CRM

Brief Description

“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.

Added advantage:

• Can be used to filter Leads.
• Can be select custom period for between start date & due date.
• Lead statuses can be changed from Filtered Table.
• Report can Expert with required Column (i.e. can hide non required Column)

Screenshots

Create a 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.

Demo

View Demo

UserName : demo_lead@demo.com

Password: 12345678

Change Logs

Version 1.1.0

- Added field Lead Value in the Table of filtered Leads. (This field supported if Perfex version is 2.5.0 or higher)

Version 1.0.9

- Link added to Phone number, to call directly from list.

Version 1.0.8

- Bug fixed in Export Assigned field.

Version 1.0.7

- Perfex CRM  Version 3.0 UI compatibility issue solved.

Version 1.0.6

- Minor Bug fixed.
- Staff Column visibility Button issue is solved when staff has no right of export Button.
- Lead status change issue from table for Staff is solved.

Version 1.0.5

- Can change status of Lead from filtered table. 

Version 1.0.4

- Added Leads Summary on filters. 

Version 1.0.3

- Added More filters like Zip code.
- Lead Template List Popup, mobile responsive issue solved.
- Added in Lead Filter, filter by Today, This Week, Last Week. 

Version 1.0.2

- Added More filters like city, state filter. 

Version 1.0.1

- Added More filters like country filter. 
- Solved design issues.