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Life of the Lead Icons and Overview

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Jake Crown
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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.


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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, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click the desired lead in the Contact Manager list.
  3. Click the Life of the Lead tab in the lead record.
  

Click to enlarge.


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 SharpSpring. 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.

  


Click to enlarge.
     


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.

  Icon   Event Name Mergeable     Icon   Event Name Mergeable
  import.png



Added via
Import/
Manually Added
 Yes     opportunitychance.png   Opportunity %
Chance of Closing		 Yes
  AutomatedEmailOpened.png



Automated
Email Opened		 No     OptedInToReceiveEmail.png   Opt-In Email  Yes
  AutomatedEmailSent.png



Automated
Email Sent		 No     OutgoingCall.png   Outbound Call Yes
  chatbot.png



Chat
Conversation		 No     opportunity.png   Opportunity
Created		 Yes
  ClosedLost.png



Closed Lost Yes     EmailReceived.png   Received Email No
  CommentedOnFacebookPost.png



Commented on a
Facebook Post		 No     calltracked.png  

Sales Dialer
Call

 Yes
  CommentedOnALinkedInPost.png



Commented on a
LinkedIn Post		 No     EmailSent.png   Sent Email Yes
  conversiongoal.png



Conversion Goal No     ads.png   SharpSpring
Ads Clicked		 No
  ConvertedToSale.png



Converted to
Sale/
Closed Won		 Yes     SiteVisitChrome.png   Site Visit:
Chrome		 Yes
  EmailReadAndClicked.png



Email Read
and Clicked		 No     SiteVisitEdge.png   Site Visit: Edge/
Internet Explorer		 Yes
  FormSubmission.png



Form
Submission		 Yes     SiteVisitFirefox.png   Site Visit:
Firefox		 Yes
  IncomingCall.png



Inbound Call  Yes     SiteVisitAnon.png   Site Visit:
Safari		 Yes
  LeadChangeOwner.png



Lead Owner
Change		 Yes     syncedfromsalesforce.png   Synced from
Salesforce		 No
  LikedAFacebookPost.png



Liked a
Facebook Post		 No     syncedtosalesforce.png   Synced to
Salesforce		 No
  LikedALinkedInPost.png



Liked a
LinkedIn Post		 No     TaggedInFacebookPost.png   Tagged in a
Facebook Post		 No
  ManuallyResubscribed.png



Manually
Resubscribed		 No     TwitterMentions.png   Twitter
Mentions		 No
  EmailUnsubscribedEmailSuppressed.png



Manually
Unsubscribed		 No     TwitterRetweets.png   Twitter
Retweets		 No
  MediaCenter.png



Media Center No     EmailUnsubscribedEmailSuppressed.png   Unsubscribed
Email/
Suppressed
Email		 No
  MeetingAttendedRegistered.png



Meeting
Registered/
Meeting
Attended		 No     WebsitePurchase.png   Website
Purchase		 Yes
  MultipleRecipients.png



Multiple
Recipients Send		 Yes            
                     


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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