Lead Search & Lead History

This article walks you through how to search leads and view lead history.

Lead Search

Filter leads that meet your search parameters and uncover your warmest leads.

  1. Build your search:
    • Selecting up to 10 search criteria from the drop down. Click the + sign to add additional criteria.

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    • Choose to hide ISPS, apply filters, or view leads with identities, form submissions, or campaign tracking.
    • Click Search.
    • Name your search and click Save.
  2. You can now view a lead's company firmographic data and clickpath, uncover contacts, and take action on leads, such as: lead alerts, push to Slack/CRM, save to a Watchlist, and more.



    Lead History

    The Leads History Report allows you to search leads by date, view company firmographic data and clickpath, uncover contacts, and take action on leads, such as: lead alerts, push to your CRM, save to a Watchlist, and more.

    The Leads History Report offers the following views:

    • Show Only Companies - view the most active accounts in a given date range
    • Show All (include ISPs) - see company and ISP visits
    • Scored Leads - filter by the most qualified companies
    • Truly Unique Companies - identify net-new companies visiting your website (an excellent report for demand generation)