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Life of the Lead Icons and Overview

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Justin Garrett
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The Life of the Lead displays information on a lead's interactions with your website or content. The record of these interactions are saved to a timeline in SharpSpring. This article will provide an overview on the Life of the Lead.

The following user roles can utilize the Life of the Lead:

  • Administrators
  • Company Managers
  • Marketing Managers
  • Sales Managers
  • Salespersons
  • Jr. Salespersons


Article Contents


Accessing Life of the Lead

To access the Life of the Lead page, do the following:

  1. In SharpSpring's top toolbar, click 
    Contacts > Contact Manager.
  2. In the Contact Manager list, locate and click on the desired lead.
  3. In the lead record, click on the Life of the Lead tab.
  

 
Click to enlarge.


What is Life of the Lead?

The Life of the Lead is a timeline of interactions between the lead, your website, your marketing communications, and any events or changes made to the record in SharpSpring.

Each icon can be selected to see what event took place, when it happened, and any additional information associated with the event.

Some visits or interactions by the lead, prior to them becoming a known lead, can also be viewed. Events that occurred while a lead was anonymous are denoted as a blue line on the timeline. Events that occurred once a lead has had tracking established are denoted as a green line on the timeline.

  


Click to enlarge.


Life of the Lead Icon List

AddedViaImportManuallyAdded.png

   Added via Import/
Manually Added by User

   OpportunityChanceofClosing.png   Opportunity % Chance of Closing  
AutomatedEmailOpened.png   Automated Email Opened


   OptedInToReceiveEmail.png   Opt-In Email 
AutomatedEmailSent.png

   Automated Email Sent

   OutgoingCall.png   Outbound Call 
ClosedLost.png   Closed Lost   OpportunityCreated.png   Opportunity Created
 CommentedOnFacebookPost.png    Commented on a Facebook Post


   EmailReceived.png   Received Email
 CommentedOnALinkedInPost.png    Commented on a LinkedIn Post


   EmailSent.png   Sent Email
 ConvertedToSale.png   Converted to Sale


   SiteVisitAnon.png   Site Visit Anonymous
EmailReadAndClicked.png   Email Read and Clicked 


   SiteVisitChrome.png   Site Visit Chrome
FormSubmission.png   Form Submission


   SiteVisitEdge.png   Site Visit Edge/Internet Explorer
IncomingCall.png    Inbound Call 


   SiteVisitFirefox.png   Site Visit Firefox
LeadChangeOwner.png   Lead Owner Change   syncedfromsalesforce.png   Synced from Salesforce
LikedAFacebookPost.png   Liked a Facebook Post


   syncedtosalesforce.png   Synced to Salesforce
LikedALinkedInPost.png   Liked a LinkedIn Post


   TaggedInFacebookPost.png   Tagged in a Facebook Post 
CallCompleted.png   Logged Call


   TwitterMentions.png   Twitter Mentions
ManuallyResubscribed.png   Manually Resubscribed


   TwitterRetweets.png   Twitter Retweets 
MediaCenter.png   Media Center


   EmailUnsubscribedEmailSuppressed.png   Unsubscribed Email
Meeting.png   Meeting Attended/Meeting Missed


   WebsitePurchase.png   Website Purchase


Navigating Life of the Lead

You can filter through the Life of the Lead and only view specific events by selecting the gray Event Filter button. The following options can be selected as filters:

  • All Events
  • Calls
  • Emails Opened
  • Email Conversions
  • Forms Submitted
  • Only Email Events
  • Sales Events
  • Web Visits

An icon can be selected to view the particular event and when it took place. Selected icons are highlighted in green.

The following events have larger circles on the Life of the Lead to indicate that these are important events:

  


Click to enlarge.
  • Converted to Sale
  • Opt-In Email
  • Form Fills
  • Lead Owner Change
  • Added via List Import
  • Manually Added
  • Synced to Salesforce
  • Unsubscribed Email
  • Manually Resubscribed
 


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