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  • LeadBoxer — Lead Data Platform —Documentation
  • 🛠️Getting Started
  • Lead Management Workflow
    • Cold outbound email campaigns
  • How does it all work?
  • 🏗️Fundamentals
    • Leads & Accounts
      • Lead card: Complete lead details in one page
      • Batch operations
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        • Upload Leads
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      • Roles & Permissions
  • 🧩Integrations
    • 🌐Website
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        • track my WordPress user logins?
      • Google Tag Manager (GTM)
      • Drupal module
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      • Change website content based on behaviour
      • Track meta data using JSON-LD
      • Cross device tracking
      • Tracking marketing campaign data (UTM tags)
      • UTM tags for Google Adwords
      • How to track user logins
      • Automatic form tracking
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      • How to get (raw) lead data
      • Magento
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      • Unbounce landing pages
      • Tracking pixel into Wix
    • ✉️Email
      • Individual emails
        • Gmail Email tracking
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        • Official Outlook Add-in
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        • Legacy Outlook plugin
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      • marketing emails
        • 1. Setup Tracking Pixel
        • 2. Track Email Opens
        • 3. Track Email Clicks
        • Mailchimp
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        • Reply.io
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        • Woodpecker
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        • Lemlist
        • Autopilot
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        • LaPosta
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        • Outreach
        • Mail Merge (MS Word)
    • Other
      • Active Campaign
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        • LinkedIn job titles search
      • Google Places
      • Calendly
      • How to get LeadBoxer data into Intercom
      • Zapier
        • Advanced Zapier usage
        • Zapier webhook
        • Connect Leadboxer to Pipedrive with Zapier
        • Connect Leadboxer to Slack with Zapier
        • Connect Leadboxer to Salesforce with Zapier
      • Pipedrive
        • Pipedrive Workflow Automation with LeadBoxer
      • Whatagraph
      • Google BigQuery
      • Single Sign On (SSO)
  • 🦮Guides
    • Creating your first Segment
    • Creating your first LeadBoard
    • How to add a user
    • How to upload a List (ABM)
    • How to add a datasets
    • How to create a notification
    • How to set your Leadscore
    • How to hide & unhide Leads
    • Filter Leads from ad campaigns
    • How to create a Workflow Automation
    • How to mask IP addresses
  • 🏆Solutions
    • Lead Identification
    • Lead Qualification
    • Lead Managment
  • Extras
    • Changelog
    • Email tracking info
    • linkedIn industries
    • LeadBoxer reseller getting started
    • How to contact leads
    • LeadBoxer cookies
  • Terms of Service
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On this page
  • The main page of LeadBoxer
  • What is the Leads & Accounts page?
  • Summary Columns
  • Column sets
  • Lead Details Drawer

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  1. Fundamentals

Leads & Accounts

If you could ask your marketing data a question, what would it be?

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Last updated 2 years ago

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The main page of LeadBoxer

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.

What is the Leads & Accounts page?

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.

Summary 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.

Column sets

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.

Lead Details Drawer

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

Engagement

This item shows a summary of stats on behaviour, such as events (pageview, email opens, etc) website visits, time on site, etc.

Acquisition

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.

LeadBoard

See what LeadBoard this lead or Account is on, or quickly add them to any existing LeadBoards.

Custom Properties

Leadscore

Technical

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 .

🏗️
LinkedIn Matched Audiences
add your own custom properties
how the Leadscore works
definitions
Leads
Accounts
The Leads & Accounts page