You can create your custom list by adding various rules, if followed the contact will be enlisted in your list.
In the SalesIQ > People > Contact, click on the (+) icon next to the list type.
Set your rules to filter out your desired contact.
Add a name to your list by clicking on the Add a Title on the top.
Make a rule from one of the pre-defined conditions available.
For example, here we want to categorize the contact who use Google chrome as their browser. First, select a predefined condition called 'Browser,' now pick '
is' to filter users using the selected browser. Choose the type of browser and click Save.
After creating your first rule, you can add more rules to it by clicking 'or / and' next to add another rule.
If you pick 'or' the contact will be filtered if any one rule is satisfied.
If you pick 'and' all the rules must be satisfied to be enlisted in the list.
After adding the rules, click
Now, pick your custom list from the drop down on top, inside the Contacts module.
You can sort the contact list by choosing an option from the Sort List By drop-down.
Choose one of the sorting conditions based on which the order of the contacts will change.
Frequent Visitor: The most frequent contact will be displayed first.
Top Lead Scoring Visitor: The list will start from the contact who has the highest lead score.
Visitor Spent more time: The list will start from the contact who has spent the highest time on your website.
Recent Visitor: The list will be ordered from the most recent contact to the least.
All the conversations made by the contact will be mentioned here. You can click on a specific chat to view the conversations in detail. The date and time, operator attended, and the status of the conversation will be displayed here. You can perform a follow up on the conversation by clicking Send Email at the bottom or the clicking the mail icon on the top right. The conversation can be used to analyze the contact and approach them accordingly.
It gives a timeline view of all the activities performed by the contact in a session and the activities carried out by the operator for the contact. If you click on a particular session, the list of all the activities carried out by the visitor on that particular session will be listed.
The below details will be listed:
- Clicking on the link will take you to the page visited by the contact.
Date and Time of Visit
- Date and time at which the contact accessed the landing page.
- All the pages accessed by the contact throughout the visit will be listed.
- Clicking 'Chat initiated' will open the chat transcript, displaying only the operator's initial chat.
- Clicking on 'Chat ended' will open the chat transcript, displaying the contact's entire chat conversation with your operators.
- To view the contact's email, click on the "Mail Sent" and the mail will be displayed in a separate column.
- Clicking on "Notes" will display the added notes in a separate column.
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