Lead Handling
Can I Receive Alerts from Certain States?
Can I Only Receive Alerts from Certain States? Yes. If you want to receive notification alerts from specific states only go to app.visualvisitor.com. From your Dashboard go to 'Lead Handling -> Territory Rules' and select the states you wish to ...
Can I Exclude Leads?
Yes! You can exclude notifications from people and companies. There are many reasons you could want to exclude certain leads from notifying you every time they hit your website. You're an agency and you want to filter out your current clients. You ...
How do I turn off notification emails?
If you're receiving too many notification emails from Visual Visitor, you can easily adjust your settings within the app. 1. Go to Lead Handling > Notification Rules 2. If you would like to disable instant alerts, make sure the first box is ...
Adding Companies to Your Watch List
Adding a company to your watch list ensures you're notified every time they visit your site. It also make prospecting easier as your watch list visitors are compiled in one place (the Watch/Exclude Rules page). To add a company to your watchlist: 1. ...
Is it possible to route the leads based on geography to a particular user?
Yes, just follow these simple steps. You must be Logged in as the User that needs to set up Geographic Routing. Login to the dashboard: app.visualvisiotr.com Click on "Lead Handling --> Territory Rules" Select the states (this is the state of the ...
How can I filter multiple domains?
If you have the code on multiple sites, you can filter your results by logging onto the dashboard > Search Leads > Search the exact domain name > Within URL > Search This will pull up leads for only this domain.
Set-Up Alerts if a visitor has visited "x" number of pages
How do I set Visual Visitor to only alert if a visitor has visited x number of pages? Login here: app.visualvisitor.com Go to Lead Handling > Notification Rules Check the box for Send Instant Email Alerts. Click on the dropdown menu to select how ...
How Do I Disable International Alerts?
Is there a way to turn off International leads? We only want leads from the USA. Yes, there is. Login here: https://visualvisitor.id-visitors.com/ Left-hand navigation: Lead Handling Rules > Territory Rules International Territory Assignments ...
Is there a way to turn off alerts on a per company basis?
Yes! At the bottom of the email alert, press 'Add to my Exclude List' and you will not be alerted again for this company. The second way to exclude companies from alerting you is located within the dashboard. 1. Login. 2. Go to Leads > Search Leads. ...
Filter Companies
By filtering companies, you are assisting the system in delivering the exact data you need. This area will allow you to mark companies as ISPs so they will not appear by default in dashboards, reporting, and notifications. You can perform the ...
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 ...
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 ...