Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports
Description: The new feature has been added in the Sales Dashboard where in the master report when you add a lead source filter you can now select a sub filter for the lead source. When you select any lead source, if there are sub categories they will appear to also be selected if needed.
- Go to the Dashboard.
- Access the Sales Dashboard.
- Open the Master Report.
- Apply the lead source filter and choose the desired lead source.
Note: Upon selecting the lead source, any corresponding child lead sources will be automatically selected within that specific lead source category.