LeadTable Portal

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

Fabian Soldner

Setting up a campaign

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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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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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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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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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