Advanced Lead Filters Module for Perfex CRM

Description

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 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

Leads Summary on Filter