- 摘要
- Enhance your lead management with ADVANCED LEAD FILTERS in PERFEX CRM. Create customizable templates for faster report generation and filter leads by custom fields, dates, and statuses. Save time and customize reports easily.
“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)
