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Note:This Module is for Perfex CRM

Advanced Lead Filters Module for Perfex CRM - 1

Brief Description

“Advanced Lead Filters”, this module can be use in Perfex CRM to Extends its lead filter functionality.

  • You can create dynamic filter of your choice & 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.
  • Report can Expert with required Column (i.e. can hide non required Column)

Screenshots

Create a Lead Filter

Advanced Lead Filters Module for Perfex CRM - 2

Leads Summary on Filter

Advanced Lead Filters Module for Perfex CRM - 3

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 : [email protected]

Password: 12345678

Change Logs

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.

Advanced Lead Filters Module for Perfex CRM - 4
Source