How to view your accounts?

How to view your accounts?

How to view your accounts? 150 150 Maryam
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How to view your accounts?

How to view your accounts?

Once a new form is filled in, an account (company) is created automatically for this lead.

To view the account information:

  1. Connect to LeadSeed.
  2. Go to the “ACCOUNTS” menu.
  3. Apply filters if necessary in the top section of the page.
  4. Click on the account name in the left-hand side column.
  5. There are 3 submenus which appear:
  • Company

Company name, Address, Business sector, Country etc. (this information varies depending on the questions of your contact form)

  • Contact

Full name, Email, Phone, Function etc. (this information varies depending on the questions of your contact form)

Please note, that it is possible to search for a contact by starting typing first letters in the top section of the page.

  • Activity for this account

The list of all the reports that were generated.

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