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Lead Handling

Check here for help with customizing lead handling notifications and more...

  • 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 s...

  • 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 ...

  • 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, reporti...

  • 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 da...

  • Is there a way to see a consolidated report (All visits to date?) for Visual Visitor?

    Is there a way to see a consolidated report (All visits to date?) for Visual Visitor? Yes there is.   Follow these steps: Login > Dashboard > Search Leads > Set Desired Date range for consolidated rep...

  • Disable International Alerts

    Is there a way to turn off International leads?  We only want leads from USA. Yes there is. Login here:  https://visualvisitor.id-visitors.com/   Left hand navigation:  Lead Handling Rules > Territory...

  • Alert 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:  https://visualvisitor.id-visitors.com  Then:    Lead Handling > Notification Rules > Send Instant Ema...

  • 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 t...