Life of the Lead Icons and Overview

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.

1. Click the desired lead in the Contact Manager list.
   
   

    

2. Click the Life of the Lead tab in the lead record.
   
   

    

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.

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
• Only Email Events
• Emails Opened
• Email Conversions
• Forms Submitted
• 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
   

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

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

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