Leads & Accounts
If you could ask your marketing data a question, what would it be?
Last updated
If you could ask your marketing data a question, what would it be?
Last updated
When you login, you will open the Leads & Accounts page. This page /screen / report / view is the command centre and beating heart of LeadBoxer.
You will see an overview of all your Leads and Accounts. You can apply filters, create segments, import, export data, hide, remove, group, merge and many other operational tasks.
It is also the place for research, and to drill-down in your data and locate opportunities or other pieces of information you were not aware of.
Below, you will find a complete overview of the page and links to all the relevant sections, definitions and elements.
In a nutshell: a list displaying all your Leads; which can also be grouped into Accounts.
The Leads and/or Accounts are rendered in a table or grid which can be customized to show or hide additional columns. You can choose from a wide range of properties or behavioural fields. You can customize the columns by clicking on the column icon and choose to show/ hide. you can also search for specific columns.
In order to provide a snapshot of each lead without horizontal scrolling, we created a Summary Column in 3 versions: Small, Medium, Large.
Small contains only the name of the organization and the name or email of the Lead.
Medium adds the lead tags and LeadBoards the Lead or Account is on.
Large adds Employee count, Industry, Revenue and last activity.
By default we show a selection of columns, but we encourage you to create your own and save them as a 'column set'.
You can save your prefered view as a column set to quickly find your preferred set of columns.
If you click on any lead, this will open the Lead Details Drawer. The drawer contains numerous details about the individual lead on i) profile information, ii) individual behaviour and iii) the option to drill-down to associated organization.
The Lead details drawer contains multiple items, listed and described below:
Engagement
Acquisition
LeadBoard
Custom Properties
Leadscore
Technical
Clickstream
Organization
This item shows a summary of stats on behaviour, such as events (pageview, email opens, etc) website visits, time on site, etc.
In LeadBoxer we primarily focus on Leads that are acquired through digital channels. Leads from trade shows, events, showrooms, etc are other examples which can be added. It is important to keep track your acquisition channels to provide insights into which successful channels to invest in.
See what LeadBoard this lead or Account is on, or quickly add them to any existing LeadBoards.
A section showing technical details about the browser, email client, connection, network, etc.
For an explanation of and , please read our .
The Column set selector also provides the option to select the column sets for both Leads (contacts) and Accounts (Companies).
Your custom Lead properties are displayed here. Learn how to
See how the Leadscore for any lead is calculated. Refer to our help docs to learn more on .
