LeadTable Portal

Fabian Soldner

Your guide to getting started fast and getting the most out of LeadTable

Guides & tutorials

The client overview is the heart of LeadTable. Everything you need is right there, and you always know where your clients stand.

Your client overview in LeadTable

Create individual client accounts, limit which campaigns they reach, and give clients a secure login. Flexible and simple. 😊

Creating and managing client accounts

Creating team member accounts

General

Connect several sources to LeadTable so your leads stay manageable and line up neatly with your campaigns. 🚀🔗

Connecting a new source to your campaign

How to set up status fields, build status templates and assign them to your campaigns.

Status fields and status templates

The table and Kanban views keep your leads tidy and move them through your workflow fast. 😊

Table view or Kanban view for your campaign

Tailor how your leads are displayed in LeadTable and configure each view separately to suit how you work. 😊

Setting up your views

Stay on top of your leads and reach exactly the contacts that matter right now, in one click. 📊🎯

Smart views and filters in LeadTable

How to connect the fields from your lead sources to the fields in LeadTable, so every piece of information lands where it belongs.

Campaign mapping

Setting up a campaign

Use status filters and custom filters to zero in on the leads you need and keep your data organised. 📊🎯

Creating and managing filters in LeadTable

Bulk actions let you edit, move, export or delete several leads at once, in just a few clicks. 😊

Checkboxes and bulk actions in the table view

The lead view puts everything about a lead in one place, lets you edit details on the spot and shows the full history. 📋✍️

The lead view

How to connect your cloud phone system to LeadTable so you can dial your leads straight from LeadTable.

Connecting cloud telephony to LeadTable (using Aircall as the example)

Managing leads

Creating an email automation

Build email templates so you can reuse standard messages and put emails together faster. 📧✨

Creating email templates

Learn how to connect your Brevo account to LeadTable and generate an API key, so you can build your first automation. 📧🚀

Connect your Brevo account

Learn how to add your own email address in Brevo so you can send personalised emails through LeadTable. 📧🚀

Adding your own email address in Brevo

Learn how to connect your SendGrid account to LeadTable and generate an API key, so you can build your first automation. 📧🚀

Connect your SendGrid account

Email automations

Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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