LeadTable Portal

Fabian Soldner

Here you’ll find all the key information about our reporting, monitoring and alerts.

Reporting, Monitoring & Alerts

How to create alert rules, what each field means and how to activate rules.

Create & Manage Alerts

All 14 ready-made templates for alert rules, grouped by category with an explanation of when each one is useful.

All Alert Templates at a Glance

How to view and manage notifications, and how to use @ to mention team members or set reminders for yourself.

Notifications and @-Mentions

In the following articles, you’ll find all the information about our alerts and mentions.

Alerts & Mentioning

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Create your workspace and invite the people you work with.

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

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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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