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:
- Company Managers
- Marketing Managers
- Sales Managers
- Jr. Salespersons
The Life of the Lead is accessed through either of the or toolbars.
- Accessing Life of the Lead
- What is Life of the Lead?
- Life of the Lead Icon List
- Navigating Life of the Lead
- Ready to Learn More?
Accessing Life of the Lead
To access the Life of the Lead page, do the following:
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.
Life of the Lead Icon List
|Added via Import/
Manually Added by User
|Opportunity % Chance of Closing|
|Automated Email Opened
|Automated Email Sent
|Closed Lost||Opportunity Created
|Commented on a Facebook Post
|Commented on a LinkedIn Post
|Converted to Sale
||Site Visit Chrome|
|Email Read and Clicked
||Site Visit Edge/Internet Explorer|
||Site Visit Firefox|
||Site Visit Safari
|Lead Owner Change||Synced from Salesforce
|Liked a Facebook Post
||Synced to Salesforce
|Liked a LinkedIn Post
||Tagged in a Facebook Post|
|Meeting Attended/Meeting Missed
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:
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: