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- CRM
- For companies who have a CRM, such as Salesforce.com, connected to Lead Liaison a CRM column is shown. If the prospect is synced to the companies Salesforce.com account (matching based on email address) then the CRM logo is shown. Clicking the CRM logo will open the lead/contact detail page for the prospect in a new tab.
- Priority
- One simple way to calculate who's hot and who's not. Priority is calculated from various lead qualification parameters.
- Recency
- Measures inbound activity. The more recent the inbound activity the higher the ranking received. For example, if a prospect made a web visit within the past week that might yield three clocks (depending on settings).
- Buy Signals
- Measures buy signals. The more recent the Buy Signal the higher the ranking received.
- Lead Score
- Measures lead score. This value is based on your lead score Cold, Warm and Hot settings under Settings > Administration > Settings > Prospect Profiling (top of page).
- Activities column
- Shows the Total Activities number for a prospect.
- Lead Grade
- Determines if the lead fits a customer's ideal buyer persona.
- Prospect
- Name of the prospect. Clicking on this value takes the user to the prospect profile page.
- Company
- Name of the company the prospect works for. Clicking on this value brings up the company detail page showing revenue, description, industry, location, overview and more for the account.
- Total Activities
- The numerical value of Total Activities.
- Lead Status column
- Shows the Lead Status value of a prospect. This column is only visible for companies that have a CRM connected to Lead Liaison.
Watch, Ignore and Nurture
- Watch
- Clicking this icon brings up a popup to add the prospect or company as the user's favorite. This is the same functionality as the popup in the Visitors page.
- A colored version of an eye is shown if the individual and/or company is already in the user's favorites.
- A black and white version of the eye is shown if the individual and/or company is not in the user's favorites.
- Ignore
- Clicking this removes the prospect from the users briefcase (not the company's briefcase). When they are removed they will not be visible in the Briefcase program. This simply removes the prospect from this view by hiding them.
- Click the red/silver x icon to hide the prospect from view.
- When the icon is clicked the prospect is hidden from the Briefcase and cannot be viewed in future visits.
- Nurture
- Clicking this icon brings up a popup to add the prospect to a nurturing campaign.
- A color version of a green plant is shown when the prospect is already part of a nurturing campaign.
- A black and white version of a plant is shown when the prospect is not part of a nurturing campaign.
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