Lead management

An overview of eMarketeer Leads: how to set up sales teams, qualify contacts by score and persona, and deliver leads to sales in real time.

eMarketeer Leads lets marketing qualify contacts by engagement and persona, then deliver them to sales teams in real time.

The lead board gives sales an intuitive way to qualify and progress leads. This guide covers three areas:

1. Setting up sales teams and delivering qualified leads to them.
2. Working with leads as a sales user.
3. Using eMarketeer Leads inside your CRM.

eMarketeer lead board with qualified leads

Generate and deliver leads to a sales team

Qualifying and delivering leads requires three pieces:

• Sales teams Leads can only be delivered to sales teams. You can have one team or many. Create a sales team
• Lead streams A lead stream is a set of qualification rules (a filter). Any contact that matches the filter is qualified as a lead and delivered to the selected sales team or teams. Create lead streams
• Sales users A sales user has access to the lead board for processing leads, and always belongs to a team that receives leads. Create sales users

Working with the lead board

Once leads come in, sales users open the lead board to review enriched leads and move them down the funnel.

Open the lead board guide

Lead board and SuperOffice

The eMarketeer lead board works fully inside SuperOffice. Learn how the lead board and SuperOffice work together.

Lead board and SuperOffice