Whether you're a new Dealfront customer or an existing user needing a refresher, these quick tips will help you master the basics of Leadfeeder and make it work for you!
Quick Links:
Check Out Your Options
At the top right of the platform, you'll find several useful options. This is where you can get help, access your platform settings, switch between accounts (if you have more than one), and view your saved Lists.
Navigating the App
The main Leadfeeder screen is divided into three sections:
Feeds: On the left, you can select a feed to view or create a new Custom Feed based on specific filters.
Company Feed: The middle column lists all the companies that have been identified on your website.
Company Profile: When you select a company from the feed, the right-hand column displays the full Company Profile, giving you in-depth details about that visitor.
Filtering and Sorting Feeds
Above the company list, you can filter your feed by a specific date range to see which companies visited during that time. You can also sort companies by Last seen or by our Engagement score, which is a mix of visit activity and the amount of company data we have.
Understanding the Company Profile
When you click on a company from your feed, the Company Profile opens. This view provides a comprehensive look at the identified company, organized into several tabs that bring together firmographic data, contact details, web activity, and buying signals into one place.
Here’s a breakdown of what you'll find in each tab:
Overview Tab This tab provides essential firmographic data about the company, including a description of what they do, company size, industry, and contact information. It also lists the company's website and links to their social media profiles.
Contacts Tab Here, you can find potential contacts at the company. You can filter contacts by job title, department, or country to find the most relevant people to connect with.
Activity Tab This tab shows you exactly what a company did on your website. You can see the date of each visit, the duration, and which specific pages were viewed, giving you insight into their interests. Any comments or notes you add about the company are also located here.
AI Insights Tab Get an AI-generated summary of the company, including its technology stack, organizational structure, and recent intent drivers. Use AI prompts to get tailored sales messages and prepare for discovery calls.
Hierarchy Tab Explore the company's organizational structure, including parent companies, subsidiaries, and related entities. This helps you understand the broader corporate family and identify additional opportunities or decision-makers.
Finance Tab Evaluate a company's financial stability by reviewing key metrics like revenue, earnings, and growth trends. This helps you understand their business health before you reach out.
Signals Tab Discover timely trigger events that can create sales opportunities. This tab shows recent company news, such as new funding, leadership changes, expansion, or product launches.
CRM Tab If you have connected your CRM, this tab displays all related details, such as tasks, deals, and the account owner. You can also create new opportunities or deals directly from this view.
Organize and Act Upon Your Visits
At the top of the Company Profile, you'll find several actions you can take. You can Add to CRM if you have a native CRM integrated, Add to List, Report data issues, follow the company to receive email notifications about their future visits, assign the company to a colleague, email the visit details to someone on your team or hide company visits.
You can also add tags to organize and segment companies. Tags can be managed directly from the Company Profile and used to create automations or filter Custom Feeds.
Tips
Create custom feeds to focus on your best leads.
Use tags and lists to keep companies organized.
Check all profile tabs for key insights before reaching out.
Need more help?
Explore our Help Center for step-by-step guides, watch our Academy videos for tips and best practices, or reach out to us at support@dealfront.com or via live chat for personalized assistance.
--
RELATED:
ACADEMY COURSES: