Using Track

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LeadIQ Track enables you to see in-depth prospect information by sourcing data from the prospect's job changes. This information is helpful in many different ways! For example, seeing a prospect's job changes can indicate what that prospect’s buying tendencies are. This information is actionable and can be linked to your Salesforce Instance to get more Insight such as Past Customers and Opportunity Data

This article shows you how to use the Track feature. If you do not have Track enabled for your team, contact your LeadIQ Sales Representative or Customer Success Manager. 

Step 1: Using the LeadIQ web app, log into your account. On the left side of the dashboard, click Track.

 

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Step 2: To add an account, click the plus (+) icon.

 

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Alternatively, you can upload a CSV file containing both the Account Name and Domain.

 

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Step 3: Drag and drop the CSV file into the Upload CSV field provided.

 

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Step 4: When the CSV file is finished uploading, click Get Track.

 

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Step 5: On the right side of the Track page, click Accounts to see the accounts you just added.

 

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Step 6: At the top of the page, select the Job Changes type that you would like to view. You can choose from Joined, Left, or Promoted.  

 

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Step 7: On the right side of the page, select more granular Track options under the Filters section.

 

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Step 8: From the View dropdown menu, select either Uncaptured or Captured profiles.

 

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Step 9: Select the relevant Sequence in Outreach or Cadence in Salesloft from the dropdown menu that you would like the prospect to be added to.

 

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Step 10: Once you have chosen a prospect that you would like to reach out to, click the Capture button. This will capture the prospect into your campaigns, then, sync the data with your Salesforce, Salesloft Cadence or the Outreach Sequence that you selected.

 

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Finally, LeadIQ Track will keep you on top of things by providing you with a Weekly Summary of Job Changes that have occurred in your inbox!

 

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If you have any questions about the Track feature, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.

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