Creating your first LeadBoard
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To create a LeadBoard, you click on the 'Create LeadBoard' button and follow these 3 steps to complete:
Create LeadBoard
Define Stages
Import Data
There are 4 items we need to create a LeadBoard.
Provide a name for your LeadBoard. We recommend a short and descriptive name, so that all users understand what the goal of the board is. eg. Demo signups, LinkedIn campaign leads, EU Leads, etc.
Set the visibility of this LeadBoard to be visible to only you or anyone that has access to this dataset.
Optional: Select the Segment from which the matched leads will be automatically imported in this LeadBoard. This import will happen hourly, so if you want to your cards to move automatically based on behaviour we recommend you use Workflow Automation to import leads onto your boards.
We strongly recommend you use or create a new separate Segment and not use the default 'Top Leads' Segment as this will auto import ALL identified leads and would quickly pollute your board and make it unusable.
Enable or disable the Fixed Flow direction. (when enabled, this will prohibit workflow automations to move LeadCards to the left )
Click Next
Based on you internal marketing workflow, add the stages so that your LeadBoard matches the steps you have defined to qualify or manage your leads. If you have not done this yet, we recommend you read this tutorial first: Define Your Marketing Workflow.
For each workflow step, add a Stage and provide a descriptive name
Once all steps are defined, make sure they are in the right order (you can drag & drop to change the order)
Check if the default column is the 'entry' stage. This is the stage where leads will be added by either the auto import or manually.
Click Next
We recommend to to start simple, with a minimum of 3 stages. You can always revisit and modify if needed later.
Now that you have created your LeadBoard and defined the stages, you can start managing your leads right away by importing your existing LeadBoxer leads into your new LeadBoard.
You can choose data from today, last 7 days or last 14 days.
Click import, to perform this step or skip and start with a clean LeadBoard.
Once the LeadBoard has been setup, we recommend you add your Workflow Automations.
