The Marketing Board is a centralised view showing company marketing scores and prospect journey statuses.
The Marketing Board is part of Marketing Automation. To see it, you need to be an administrator or have Marketing access on your user.
Use cases
The Marketing Board can answer questions like:
- Which companies are generating the most marketing score right now?
- How many of these companies have been assigned to a user?
- How many of these companies have an active opportunity?
- Which of our existing customers is accumulating the most marketing score right now?
Click Marketing to open the Marketing Board. You can also go to Marketing → Leads and select Marketing board in the dropdown:
Statistics
(click any of the tabs highlighted below to drill down into the data)
This opens up:
- Time period - click to view different ranges. The time period applies to the statistics in this section.
- Website visits - companies that have visited pages with the tracking script
- Sent emails - number of emails sent, with opens and clicks
-
Forms - forms filled out by your prospects
Journey status
Here you can see where companies are in your pipeline – and where to focus your marketing efforts.
The Journey status is separated into six columns. Each column lists the companies that currently have that journey status:
- Lead
- MQL
-
Assigned
To move a company to the Assigned column, you must manually assign the lead to a user, which creates an open activity. - SQL
- Pipeline
- Customer