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LP CRM Filters

This article describes the filtering capabilities for LP CRM data in LightLead reports.

Available filters

Filtering LP CRM leads: by status, funnel, source, creation date, manager, and custom field values. Filters can be combined with AND/OR.

Filter operators

OperatorDescriptionExample
equalsExact matchStatus = "Closed"
not_equalsNot equalStatus != "Cancelled"
containsContains substringName contains "Project"
not_containsDoes not containName does not contain "Test"
inIn listStatus in (New, In progress)
not_inNot in listStatus not in (Cancelled, Duplicate)
gt / gteGreater than / greater than or equalAmount > 10000
lt / lteLess than / less than or equalAmount < 5000
betweenIn rangeDate between 01.01 and 31.01
is_emptyEmpty valueManager not specified
is_not_emptyNot emptyPhone specified

Combining filters

Filters can be combined using logical operators:

  • AND: all conditions must be met simultaneously

  • OR: at least one condition must be met

Example of combining:

(Status = "In progress" AND Amount > 10000) OR (Status = "New" AND Created date > 06/01/2026)

Filtering specifics

  • Text fields: filtering is case-sensitive for exact match, case-insensitive for contains

  • Numeric fields: support arithmetic comparison operators

  • Dates: filtering is done in UTC, keep the time zone in mind

  • Custom fields: available in filters after discovery

  • Enum (select): filtering is done by the system value, not the displayed name

Maintained by the LightLead Documentation Team · Last verified: 2026-07-25