Manage Lead Filters From Prospect Window
Visual Visitor gives you the ability to manage and filter your leads from the prospect window.
This will allow you to:
- Mark companies as ISP's by selecting "Set as ISP" the visitor will no longer show up as an identified company
- Forward prospects to colleagues and/or members of your sales team by selecting "Forward"
- Add companies to your "Watch List" to be instantly notified each time they return to your website
- Add companies to your "Exclude List" to no longer receive instant notifications on this lead
Related Articles
How to Search a Lead In +Person
What is the Search Leads function? Your Search Leads menu allows you to query your website leads. How to search your leads: In your dashboard go to 'Leads -> Search Leads'. This will pull up your visitors from the last 7 days. You can also change the ...
Advanced Lead Search
Filtering through your leads is easy with this step-by-step guide. Want to filter through your leads better? Written instructions: When you go to your Search Leads tab you are brought to all of the visitors of the selected date. Depending on your ...
Lead Nurturing: What Do I send to Website Visitors?
Lead Nurturing is the process of capturing a prospect's interest in your business to develop a sales pipeline. Inform Educate Convert As everyone's business is different, this is more of a guideline. The most effective format we've seen is a ...
Lead Handling Rules
Each user has the ability to adjust their notification rules, territory rules and watch/exclude list under the "Lead Handling" tab within the dashboard. "Notification Rules" Manage instant email alerts settings Set notifications based on how many ...
Monthly Dashboard Reset: Understanding Lead Capture Refresh
When Does my Dashboard Reset? The dashboard within Visual Visitor is designed to reset on a monthly basis. This process ensures that your lead capture system starts fresh at the beginning of each month, allowing you to focus on new opportunities and ...