How add new filter in listview of Lead module? Sugarcrm 7.6

How add new filter in listview of Lead module?

I need add a filter in listview of lead module. Show only converted lead. This filter all users.

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  • From the Leads Module list view, click on the upper left light gray button which says "filter". A drop down menu will open and then click "create". Then you will have options to create a new filter. You can filter on lead status equal to converted. You would do this by clicking on the first filter menu and selecting "status". Then go to the second filter menu and select "is any of" and then in the third select "converted". This should provide the filter you want. If you need Sugar training, we could help you get knowledgeable in your sugar system with a training package. Reach out to me at katie@epicom.com if you have interest.

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  • From the Leads Module list view, click on the upper left light gray button which says "filter". A drop down menu will open and then click "create". Then you will have options to create a new filter. You can filter on lead status equal to converted. You would do this by clicking on the first filter menu and selecting "status". Then go to the second filter menu and select "is any of" and then in the third select "converted". This should provide the filter you want. If you need Sugar training, we could help you get knowledgeable in your sugar system with a training package. Reach out to me at katie@epicom.com if you have interest.

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