To guide users on how to filter and view all leads that do not have pending tasks.
Accessing Filters
Navigate to the Leads page.
Click Manage Filter located on the right side of the screen.
Select Add Filter.
Adding the Pending Tasks Filter
In the search field, type:
Leads
Select Leads with Pending Tasks from the filter options.
Click Continue.
Setting the Filter Value
Under Filter Values, select:
No
Click Continue.
Applying or Saving the Filter
Users can choose either option:
Apply Filter
Click Apply Filter to immediately display all leads without pending tasks.
Save Filter
Save the filter for future use or quick access later.
Result
The system will display all leads that currently do not have pending tasks assigned.
Notes
Saved filters can be reused anytime.
This filter helps identify leads that may require follow-up task creation.