The Leads list shows you companies and contacts who have shown interest in your marketing activities.
The Leads list is part of Marketing Automation. To see it, you need to be an administrator or have Marketing access on your user.
This article covers:
- Opening the Leads lists
- Viewing the Leads lists
- Expanding Leads list details
- Interpreting the Leads list
Opening the Leads List or the Marketing Board
- Click the Marketing → Leads:
- Click the dropdown to select one of the default list options, or any of your saved lists. Select Marketing board to open the Marketing board instead:
Viewing the Leads Lists
You can toggle between different views and tabs. Hover over tabs for explanations:
To customise your Leads list, you can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
- Save the list
Expanding Leads List Details
Click on a row to open a side panel with more details about that company’s scored activities. The panel shows the 12 most recent scored events.
For each item, you can view the date and additional details, like the contact, the score earned, and the link to the webpage, email or form that generated the score.
If there are more events, click Show more events on company card to see the full history.
Interpreting the Leads List
The large amount of information on the Leads list means it's worth using filters:
For example:
- Filter by date to see the current week or month to get a quick overview of the companies active right now
- Filter by orders to only show companies who aren’t currently customers
Interpreting scores
Gain insight into a company’s interest based on how many contacts are looking at your marketing content.
For example, if only one in 50 contacts has generated a lead score, you might want to increase your marketing efforts, such as targeted advertising.
Look at the total score the company has generated and the number of marketing events.
The number of marketing events doesn't take the marketing score into consideration. For example, if a contact has opened two emails, the number of marketing events would be two, no matter how you scored those emails.
The total marketing score, on the other hand, may be made up of activities by many contacts or many activities by one contact. Comparing this information will help you understand the company’s interest.