Pageport

How to add leads, customize your table view, and perform actions on your Leads table page.

Overview of the Leads Table

Get a complete view of a lead's activity, contact info, and communication history.

Lead Details Page Overview

Get a visual snapshot of your lead journey with the Pipeline view.

Pipeline Overview

Learn how to create and manage lists for easier outreach and segmentation within Pageport.

Creating Lists and Adding Leads

Learn how to import a CSV file into Pageport to easily upload a group of contacts.

Uploading a List into Pageport

Learn how to start leads at a specific step withing your sequence to start outreach exactly where you want.

Adding a Lead to a Specific Sequence Step

Learn how to adjust your Calendly settings to ensure Pageport detects when a lead books a meeting through Calendly.

Ensuring Pageport Recognizes Calendly Booked Meetings

Easily export your contacts from Pageport to a CSV file for reporting, record-keeping, or use in other tools.

Exporting Leads from Pageport

Learn how to assign or update a lead owner in Pageport to ensure the right team member is responsible for follow-up and communication.

Assigning a Lead Owner

Understand what each type of page activity means and how to sue it for smarter follow-up.

Page Activity Deep Dive

Understanding the Hot Lead Score

Sending a one-off email made easy in Pageport.

How to Send a One-Off Email

Learn how to visualize and manage your leads in Pageport.

Leads Management

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.