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.
• Can be used to filter by custom fields. [Note: Any 10 custom fields (except Date/Date Time custom fields)]
• Lead statuses can be changed from Filtered Table.
• Report can be Exported with required Column (i.e. can hide non required Column)
• Supports Kanban view for filtered data
• Staff can set Default Template to load when the lead filter is loading. Each staff can set his own Default Template from his available Templates.
• Admin can set Public Templates of lead filter which can be used by other staff. Each staff can see his own Templates and Public Templates.

Screenshots

Create a Lead Filter

Kanban view of 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.

If you want to send automatic follow up SMS/Email to your Leads, you can check our new module Lead Follow up Scheduler.

Demo

View Demo

UserName : demo_lead@demo.com

Password: 12345678

Change Logs

Version 1.2.6

- Design issue fixed.

Version 1.2.5

- Added Public Templates functionality. - Added Settings of Menu Name change for "SI Lead Filters". Admin can change Menu name from Lead filter settings. - Bug fixed related to permission issue in Lead filter settings.

Version 1.2.4

- Added filter by Period for Yesterday. - Added New field for filtering: Position.

Version 1.2.3

- Design issue fixed.

Version 1.2.2

- Loading smoothness increased. - Compatible with Latest Perfex Version 3.3.*

Version 1.2.1

- Design issue fixed.

Version 1.2.0

- Can Select up to 10 custom fields for filtering.

Version 1.1.9

- Now Staff can set Default Template for his Lead filter. - Compatible with Latest Perfex Version 3.2.1.

Version 1.1.8

- Big Update: Added Kanban view for leads filter. (If having issues in loading, then try to clear the cache of the browser or Refresh the page by SHIFT + F5)

Version 1.1.7

- Sorting related issue fixed.

Version 1.1.6

- PHP 8.1 compatibility related issue fixed.

Version 1.1.5

- Added new functionality: Filter by Custom fields.

Version 1.1.4

- Bug fixed.

Version 1.1.3

- Minor Bug fixing.

Version 1.1.2

- Minor Bug fixing.

Version 1.1.1

- Big Update: Improved Speed of Filter loading by using Ajax. (If having issues in loading, then try to clear the cache of the browser or Refresh the page by SHIFT + F5)

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.