Intercom leads generation software homepage
Posted: Sun Dec 22, 2024 10:51 am
You can add up to eight fields to display on a pipeline’s lead board cards. This includes the default lead name and value fields, which can’t be removed. Select from Nutshell’s provided fields or your company’s custom fields—the options are nearly endless!
Along with the customizable lead cards come a few more lead board improvements:
Use the “Sort & customize” button to quickly sort your leads by value, close date, open date, and next activity time
Hover over lead card fields to see their labels
Hover over the lead status icon to see its label
How will the customizable board view benefit my company?
Customizable lead board cards make Nutshell more adjustable to your team’s processes. Want to be able to open your lead board view and immediately have access to information like lead phone number, origin, or open date? With customizable lead board cards, now you can.
And because lead board cards are customizable per pipeline, you can adjust the cards to suit different sales processes. Choose to display the lead’s phone number and any related people in your new sales pipeline, and the date you last contacted them in your customer success pipeline. The choice is yours!
FAQs about lead board card customization
How do I customize my lead board view?
Head to your lead board in Nutshell and click the “Sort & customize” qatar cell phone number button on the right. Then select “Customize lead cards.”
Pricing: Starting at $39/seat/month, 14-day free trial available
Key Features: AI-enhanced workspace, AI chatbot, proactive support tools
Intercom is an AI customer service solution that helps you provide proactive support to your prospective leads and customers. With an AI-enhanced central workspace that connects your inbox with help tickets, you and your team can maximize productivity while ensuring no customer query falls through the cracks.
4. LinkedIn Sales Navigator
LinkedIn Sales Navigator lead generation homepage
Pricing: Monthly cost available upon request, free trial for paid plans available
Key Features: Account IQ, Relationship Map, buyer intent capabilities
LinkedIn isn’t just a professional networking site — it’s also the home of the powerful lead generation tool, LinkedIn Sales Navigator.
Sales Navigator gives you the knowledge and tools you need to reach your target audience and engage with key prospects. With customized lead suggestions and sales tool integration opportunities, LinkedIn Sales Navigator can help you engage the right people at the right time.
Along with the customizable lead cards come a few more lead board improvements:
Use the “Sort & customize” button to quickly sort your leads by value, close date, open date, and next activity time
Hover over lead card fields to see their labels
Hover over the lead status icon to see its label
How will the customizable board view benefit my company?
Customizable lead board cards make Nutshell more adjustable to your team’s processes. Want to be able to open your lead board view and immediately have access to information like lead phone number, origin, or open date? With customizable lead board cards, now you can.
And because lead board cards are customizable per pipeline, you can adjust the cards to suit different sales processes. Choose to display the lead’s phone number and any related people in your new sales pipeline, and the date you last contacted them in your customer success pipeline. The choice is yours!
FAQs about lead board card customization
How do I customize my lead board view?
Head to your lead board in Nutshell and click the “Sort & customize” qatar cell phone number button on the right. Then select “Customize lead cards.”
Pricing: Starting at $39/seat/month, 14-day free trial available
Key Features: AI-enhanced workspace, AI chatbot, proactive support tools
Intercom is an AI customer service solution that helps you provide proactive support to your prospective leads and customers. With an AI-enhanced central workspace that connects your inbox with help tickets, you and your team can maximize productivity while ensuring no customer query falls through the cracks.
4. LinkedIn Sales Navigator
LinkedIn Sales Navigator lead generation homepage
Pricing: Monthly cost available upon request, free trial for paid plans available
Key Features: Account IQ, Relationship Map, buyer intent capabilities
LinkedIn isn’t just a professional networking site — it’s also the home of the powerful lead generation tool, LinkedIn Sales Navigator.
Sales Navigator gives you the knowledge and tools you need to reach your target audience and engage with key prospects. With customized lead suggestions and sales tool integration opportunities, LinkedIn Sales Navigator can help you engage the right people at the right time.