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Life of the Lead Icons and Overview

Article: 000050335
Updated: December 4, 2023

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.

 
Users:
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.

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

    Life of Leads Icons and Overview

     

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

    Life of Leads Icons and Overview

     



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:

Life of Leads Icons and Overview

 

  • 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 Leads Icons and Overview

 



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
import.png  Added via Import / Manually AddedYes 

 

  Emails
 Icon  Event Mergeable
AutomatedEmailOpened.png

  Automated Email Opened

No
AutomatedEmailSent.png

  Automated Email Sent

No
EmailReadAndClicked.png

  Email Read and Clicked

No
MultipleRecipients.png

  Multiple Recipients Send 

Yes
OptedInToReceiveEmail.png

  Opt-In Email

Yes
EmailSent.png

  Sent Email

Yes
EmailReceived.png

  Received Email

No
EmailUnsubscribedEmailSuppressed.png

  Unsubscribed Email / Suppressed Email

No

 

  Sales
 Icon  Event Mergeable
ClosedLost.png

  Closed Lost

Yes
conversiongoal.png

  Conversion Goal

No
ConvertedToSale.png

 Converted to Sale / Closed Won

Yes
MeetingAttendedRegistered.png

 Meeting Registered / Meeting Attended

No
opportunitychance.png

 Opportunity % Chance of Closing 

Yes
IncomingCall.png

  Inbound Call

Yes
OutgoingCall.png

 Outbound Call

Yes
opportunity.png

 Opportunity Created

Yes
calltracked.png

 Sales Dialer Call

Yes
LeadChangeOwner.png

 Lead Owner Change

Yes

 

  Form
 Icon  Event Mergeable
FormSubmission.png

  Form Submission

Yes

 

  Media Center
 Icon  Event Mergeable
MediaCenter.png

  Media Center

No
  Chatbot
 Icon  Event Mergeable
chatbot.png

  Chat Conversations

No

 

  Chatbot
 Icon  Event Mergeable
ads.png

  Ads Clicked

No

 

  Landing Page
 Icon  Event Mergeable
SiteVisitChrome.png

  Site Visits: Chrome

Yes
SiteVisitEdge.png

  Site Visits: Edge / Internet Explorer

Yes
SiteVisitFirefox.png

  Site Visits: Firefox

Yes
SiteVisitAnon.png

  Site Visits: Safari

Yes
WebsitePurchase.png

  Website Purchase

Yes

 

  Integrations 
 Icon  Event Mergeable
syncedfromsalesforce.png

  Synced From Salesforce

No
syncedtosalesforce.png

   Synced To Salesforce

No

 

 


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