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How to view your leads and accounts?

How to view your leads and accounts?

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

To view the account information:

  • Connect to LeadSeed.
  • Go to the "ACCOUNTS" menu.
  • Apply filters if necessary in the top section of the page.
  • Click on the account name in the left-hand side column.
  • You'll see 3 tabs:
    • 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)

    • ACTIVITY

The list of all questionnaires that have been done for this account as well as the reports that were generated

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