Communications

Manage all outbound and inbound communications from a single hub.

Communications Hub#

Step 1. Go to /default/communications

Step 2. View summary stats at the top:

• Emails Sent — total emails dispatched
• Calls — total calls logged
• Meetings — total meetings scheduled
• Messages — total messages sent across channels

Step 3. Navigate to specific communication features from here

Compose an Email#

Step 1. Go to /default/communications/compose

Step 2. Select one or more leads as recipients

Step 3. Choose an existing template or compose from scratch

Step 4. Enter the Subject and Body

Step 5. Click Send

Tip: Use templates for common communications like follow-ups, meeting confirmations, and thank-you notes to save time and maintain consistency.

Communication Log#

Step 1. Go to /default/communications/log

Step 2. Browse the history of all sent and received communications

Step 3. Filter by channel, date range, or contact

Step 4. Click any entry to view the full communication details

Channels#

Leadboard supports multiple communication channels:

• Email — send and receive emails directly from the platform
• Call — log call details, duration, and outcomes
• Meeting — schedule and track meetings with leads
• SMS — send text messages to leads
• WhatsApp — communicate via WhatsApp

Tip: Log all customer interactions regardless of channel. A complete communication history gives your team full context when engaging with any lead.

Inbox (Connected Mailboxes)#

Connect a Gmail or Office 365 mailbox and read, reply to and send from it inside Leadboard. Synced email is matched to your contacts and shows up on their timelines, deal history and reports.

Plan: Connected inboxes are not available on the Free plan. Starter allows 1 mailbox, Growth 3, and Scale and Enterprise are unlimited.

Connect a Mailbox#

Step 1. Go to /default/communications/emails

Step 2. Click Connect mailbox and choose Google (Gmail / Google Workspace) or Microsoft (Outlook / Office 365)

Step 3. Sign in and approve access in the popup. If nothing opens, allow popups for the site and retry.

Step 4. The mailbox appears under Mailboxes as Syncing history... while the last 90 days of mail are imported. Imported mail arrives marked as read so it does not flood the unread badge.

Step 5. When the import finishes the status changes to Active. From then on new mail is picked up every few minutes. You can reply and compose from the mailbox while the import is still running.

Note: The inbox is shared with your team. Everyone in the workspace can read the threads of every connected mailbox, whichever team member connected it.

Read and Reply#

• Threads are listed newest first. Tick Unread only to hide what has been handled, or search by subject or person.
• A thread matched to a contact shows the contact's name at the top; click it to open the lead.
• Attachments are listed under each message and download on demand.
• Click Reply at the bottom of a thread. The reply is sent from the connected address and appears in the sender's real Sent folder.
• Compose starts a new message from any connected mailbox. Emails sent this way do not count against your monthly campaign email quota.

Manage Mailboxes#

Click Mailboxes to open the panel. Each mailbox shows who connected it, its status and when it last synced.

• Sync now — pull new mail immediately instead of waiting for the next cycle.
• Reconnect — shown when the status is Needs reconnecting, which happens when the provider revoked access (password change, admin policy, or the app was removed from the account). Run the sign-in again and history is preserved.
• Disconnect — stops syncing and sending. Mail already imported stays on contact timelines.

Tip: "Syncing history..." that lasts a long time usually means the provider is rate-limiting a large import. Leadboard waits and resumes on its own; nothing needs reconnecting.

Email Preferences & Unsubscribe Management#

Leadboard includes a built-in email preference system that lets leads manage their own subscription preferences via a secure, token-verified link. This ensures compliance with email regulations (CAN-SPAM, GDPR).

How It Works#

1. Each lead has subscription preferences for categories like Marketing, Newsletter, and Product Updates
2. When a lead clicks an unsubscribe link (in any email), they land on a public Preference Center page
3. The Preference Center lets them toggle individual categories on/off, or unsubscribe from all emails
4. Changes are saved immediately and respected by future campaigns

Sending an Unsubscribe Link to a Lead#

Step 1. Go to /default/leads and locate the lead you want to send the unsubscribe link to

Step 2. Click on the lead's name to open their Lead Detail page

Step 3. Click the Communication tab

Step 4. Click the Send Unsubscribe Link button at the top of the communication history

Step 5. A confirmation modal appears warning that an email will be sent — click Ok to confirm, or Cancel to abort

Step 6. The lead receives an email containing a secure link to manage their email preferences at /preferences/default?eid=...&token=...

Note: The link is token-verified (HMAC) so no login is required. Each link is unique to the email log entry that generated it.

Preference Center (Public Page)#

The preference center is a public page at /preferences/default that:

• Shows the company name and logo
• Displays the lead's masked email address
• Lists all email categories with toggle switches
• Includes an Unsubscribe from ALL emails option at the bottom
• Saves preferences with a single Save Preferences button

Viewing Unsubscribed Leads#

Step 1. Go to /default/leads/unsubscribers (You can also reach this page from the Leads sidebar by clicking Unsubscribers)

Step 2. Browse the list of all leads who have unsubscribed from one or more email categories

Step 3. Click any lead to open their detail page and view their full communication history and current subscription status

API Endpoints#

Tip: Always include an unsubscribe link in your campaign emails. Leadboard's email gateway automatically checks lead preferences before sending — unsubscribed leads are silently skipped.

Note: Contacts without an email on file are also excluded from broadcasts and one-off email sends. The lead detail "Send Communication" dialog disables the Email channel for those contacts and surfaces SMS, WhatsApp, and Call Log instead.