The Life of the Lead displays information on a lead's interactions with your website or content. The record of these interactions is saved to a timeline in Lead Gen & CRM.
This article will provide an overview on the Life of the Lead.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Contacts| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ✓ | |
| Salespersons | ✓ | |
| Jr. Salespersons | ✓ |
Accessing Life of the Lead
The Life of the Lead is part of every contact's record.
To access the Life of the Lead page, click Contacts in the left toolbar.
- Click the desired lead in the Contact Manager list.
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- Click the Life of the Lead tab in the lead record.
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Understanding 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 Lead Gen & CRM. The Life of the Lead will display up to 300 events at a time.
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.
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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:
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- All Events
- Calls
- Only Email Events
- Emails Opened
- Email Conversions
- Forms Submitted
- Social Interactions
- Web Visits
- Sales Events
- Chatbot Conversations
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:
- 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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Life of the Lead Icon List
The following are the icons that appear during events on a contact's Life of the Lead. Certain Life of the Lead events can be merged when merging contact records.
| Contacts | |||
| Icon | Event | Mergeable | |
 |
Added via Import / Manually Added | Yes | |
| Emails | |||
| Icon | Event | Mergeable | |
 |
Automated Email Opened |
No | |
 |
Automated Email Sent |
No | |
 |
Email Read and Clicked |
No | |
 |
Multiple Recipients Send |
Yes | |
 |
Opt-In Email |
Yes | |
 |
Sent Email |
Yes | |
 |
Received Email |
No | |
 |
Unsubscribed Email / Suppressed Email |
No | |
| Sales | |||
| Icon | Event | Mergeable | |
 |
Closed Lost |
Yes | |
 |
Conversion Goal |
No | |
 |
Converted to Sale / Closed Won |
Yes | |
 |
Meeting Registered / Meeting Attended |
No | |
 |
Opportunity % Chance of Closing |
Yes | |
 |
Inbound Call |
Yes | |
 |
Outbound Call |
Yes | |
 |
Opportunity Created |
Yes | |
 |
Sales Dialer Call |
Yes | |
 |
Lead Owner Change |
Yes | |
| Form | |||
| Icon | Event | Mergeable | |
 |
Form Submission |
Yes | |
| Media Center | |||
| Icon | Event | Mergeable | |
 |
Media Center |
No | |
| Social | |||
| Icon | Event | Mergeable | |
 |
Commented on a Facebook Post |
No | |
 |
Commented on a LinkedIn Post |
No | |
 |
Liked a Facebook Post |
No | |
 |
Liked a LinkedIn Post |
No | |
 |
Tagged in a Facebook Post |
No | |
 |
Twitter Mentions |
No | |
 |
Twitter Retweets |
No | |
| Chatbot | |||
| Icon | Event | Mergeable | |
 |
Chat Conversations |
No | |
| Chatbot | |||
| Icon | Event | Mergeable | |
 |
Ads Clicked |
No | |
| Landing Page | |||
| Icon | Event | Mergeable | |
 |
Site Visits: Chrome |
Yes | |
 |
Site Visits: Edge / Internet Explorer |
Yes | |
 |
Site Visits: Firefox |
Yes | |
 |
Site Visits: Safari |
Yes | |
 |
Website Purchase |
Yes | |
| Integrations | |||
| Icon | Event | Mergeable | |
 |
Synced From Salesforce |
No | |
 |
Synced To Salesforce |
No | |