Articles in this section

See more

Life of the Lead Icons and Overview

Avatar
Jake Crown
  • Updated
Follow
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.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
02NavContacts.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers ✓  
  Salespersons ✓  
  Jr. Salespersons ✓  
 


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, click the desired lead.
  3. In the lead record, click the Life of the Lead tab.
  


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 
  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

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?