This article is divided into the following sections:
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What is the Life of the Lead
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The Life of the Lead Icons
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Navigating Life of the Lead
What is the Life of the Lead?
The Life of the Lead is found in the Contact Manager and is found between the Overview tab and the Memberships tab when viewing a Lead record. It is a timeline of the 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 in blue on the timeline. Events that occurred once a lead has had tracking established are denoted in green on the timeline.
The Life of the Lead Icons
| Added via List Import | Outbound Call Logged | ||
| Automated Email Sent | Outbound Personal Call | ||
| Converted to Sale | Outbound Personal Email | ||
| Email Read and Clicked | Personal Email Open | ||
| Form Submission | Personal Email Received Unopened | ||
| Lead Owner Change | Automated Email opened | ||
| Logged Call | Site Visit | ||
| Media Center | Site Visit Anonymous | ||
| Opportunity Created | Unsubscribed Email | ||
| Opportunity with Percentage |
Navigating Life of the Lead
You can filter through the life of the Lead and only view specific events by selecting the Grey “Event Filter” button. The following options can be selected to filter by: “All Events”, “Only Email Events”, “Emails Opened”, “Email Conversions”, “Web Visits”, “Forms Submitted”, “Calls”, “Sales Events”.
An Icon can be selected (highlighted in green) to view the particular event and when it took place.