Lead Management and Reporting - Overview

Once your tracking is capturing leads, you need systems to organize, qualify, and extract insights from every prospect that interacts with your marketing.

From customizing data views to automating lead scoring and generating comprehensive reports, these capabilities help you focus on high-value opportunities while proving the ROI of your marketing efforts.

Using the Lead Manager

• Adding Leads to Your Dashboard Manually
• Creating and Saving Column Views
• Grouping Leads
• Viewing Duplicate and Spam Leads
• Mapping Fields
• Using the Lead Import Tool
• Using the Alerts Center

Qualifying and Valuing Leads

• Adding Custom Fields
• Adding and Updating Sales and Quote Values

Reporting and Insights

• Generating a Quick Report
• Setting Up Dimension Groupings
• Generating Custom Reports
• Scheduling Reports

Lead Intelligence and Automation

• Setting Up Lead Intelligence Automation Rules
• Accessing the API