# Lead Action Filter ## Overview The **Lead Action Filter** is a monitoring tool that lets managers track what actions their salesmen are taking on leads — who did what, when, and how many actions were completed. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/u81image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/u81image.png) --- ## What It Shows - **Total number of leads** in the system. - **Total number of actions** taken across all leads. - A detailed list of each lead with: - Lead name, mobile, email - Assigned salesman - Lead creator - Created date - Current state - Action taken (e.g., WhatsApp, Call, Check-in) - Who performed the action - When the action was done --- ## How to Use It 1. Go to **Sales Module → My Leads → Lead Action Filter**. 2. Apply filters to narrow down results by salesman, date range, action type, or state. 3. Review the action log. --- ## Key Insight — Actions vs Leads Count > The number of **actions** can be higher or lower than the number of **leads**. > > - A salesman with 5 leads but 10 actions has been actively following up. > - A salesman with 5 leads but 0 actions has not contacted any leads yet. > - If a lead shows in **All Leads** but not here, it may have been **deleted/moved to trash**. --- ## Available Filter Options

Filter	Description
Creator	The user who created the lead.
Current Salesman	The salesman currently assigned to the lead.
Affected Salesman	The salesman affected by the action.
Assigned From	Who the lead was assigned from.
Actions	Filter by specific action type (e.g., call, WhatsApp, check-in).
Tag	Filter by tags applied to the lead.
Leads Creator	The original creator of the lead.
Lead ID	Filter by specific marketing info / Lead ID.
Sources	Filter by lead source.
Lead Types	Filter by lead type.
Reply State	Filter by the reply status of the action.
Broker	Filter by broker linked to the lead.
Broker Agents	Filter by broker agent.
Assignment Type	Filter by how the lead was assigned.
State	Filter by current lead state.
Lead Origin	Filter by where the lead came from.
Date Request was created	Filter by lead creation date (From / To).
Date action was created	Filter by when the action was logged (From / To).
Date action is taking place	Filter by the scheduled action date (From / To).
Assignment Date	Filter by when the lead was assigned (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/nJaimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/nJaimage.png) --- ## Available Options - **Sort** by different criteria to organize the action log. - **Export** the action report for external use or reporting. - **History** button on each lead — shows the full interaction log for that specific lead. - **Search bar** — find specific leads or actions quickly. --- ## Key Things to Know - This tab is primarily used by **managers and team leaders** for performance monitoring. - It is useful for identifying inactive leads or salesmen who haven't logged any actions. - Use it alongside the **Dashboard** for a full picture of team performance.