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Action Column
A number of short cut features are readily available by right-clicking your mouse on a lead (a row in the grid) under the Actions columns on the Visitors page. Below is a list of right-click menu options along with a description of each.
Menu Option | Description | ||
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Company Prospect Profile | Displays business intelligence information for the lead by expanding a drop down box under the rowthe profile of the visitor. | ||
Blacklist | Adds a specific website visitor to your blacklist. If a website visitor is on a blacklist then future website visits from that visitor will not be tracked. Blacklisting is useful for spiders or other leads that continue to show up even after enabling tracking of business visitors only. | ||
Report as ISP | Sends a message to Lead Liaison reporting the lead as an internet service provider (ISP). Lead Liaison will research the lead to validate whether or not the tracked entity is a business or an ISP. Lead Liaison will have the option of accepting or declining the reported entity as an ISP. | ||
Replay | An instant replay of the visitors experience on your website. When clicked, a popup window comes up that scrolls through each page viewed by your visitor. Click on any of the pages to open the page in a new window. | ||
Sync to CRM | Synchronizes the lead with your CRM account. Once a lead is synched present and future activity will be tracked and automatically input into your CRM under the lead or contact it is synched with. | Tag | Tags the website visitor with your name and allows you to enter notes on the lead. |
Reset Score | Resets the lead score to a value of your choice. | ||
Map of Location | Displays a map of the lead's location. | Search for contacts | Opens the Contact Broker section to find professional contacts from the Lead Liaison database at the visiting company. |
Screen shot of the right-click menu:
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