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

Do you have incoming leads not making it into your account? This article will help you troubleshoot the problem.

Leads Not Showing Up in Pageport?

Learn how to visualize and manage your leads in Pageport.

Leads Management

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

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

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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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