Identify prospects with Leads
Who is a Lead?
When a visitor leaves your website without sharing any contact information such as an email address or phone number, they are identified as a lead in Zoho SalesIQ. While their identity may remain unknown, their visit behavior can still provide valuable insights into their interests and intent.
The Leads module in Visitor History helps you better understand your website visitors by tracking visit-specific details, including how they reached your website, the pages they viewed, the duration of their visits, and how frequently they return. Every visitor is assigned a unique ID, allowing you to monitor their interactions across multiple visits even before they identify themselves.
With Visitor History, you can gain deeper visibility into visitor behaviour, recognise potential customers, and proactively engage with high-intent visitors at the right time. It enables operators to analyse visitor activity, understand browsing patterns, and make more informed engagement decisions to improve conversions.
In the SalesIQ side panel > Visitors, you can find the Contacts section.
Filtering the Leads list
Lead's List view
- All Leads: This list enlists all the users visiting your website.
- Returning Leads: This list separates the repeated users from all users and lists them separately.
- Leads - Visited today: This list shows all the users who visited your website today.
- Cold Leads: The users who have not visited your website for more than 2 months will be categorised here.
- New Leads - Visited today: The users who landed on your website for the very first time will be shown here.
Create your custom list
How to set rules to filter contacts
- Add a name to your list by clicking on the Add a Title at the top.
- Make a rule from one of the pre-defined conditions available.
- 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 users 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 Save.
- Now, pick your custom list from the drop-down on top, inside the Leads module.
Lead's Profile Information in SalesIQ
1. User Tags
You can associate tags with leads for better categorisation and filtering.
For example, you can tag the visitors as:
- Premium Customer
- Hot Lead
- Returning Customer
- Support Priority
2. Personal Information
- First name
- Last name
- Primary email
- Secondary email
- Primary phone number
- Secondary phone number
4. Other Informations
You can check other additional visitor insights, engagement history, behavioural details, and location-based information to help operators better understand leads and deliver contextual support.
- Visit Count: Displays the total number of times the visitor has visited your website or interacted with your brand.
- Page Count: Shows the total number of pages viewed by the visitor during their visits.
- Past conversations count: Indicates the total number of previous conversations the visitor had with operators.
- Total Duration: Displays the cumulative duration of all visitor interactions and sessions.
- Last interaction time: Shows the date and time of the visitor’s most recent interaction.
- First visit time: Displays the date and time when the visitor first accessed your website or platform.
- Last visit source: Shows the source from which the visitor most recently arrived.
- First visit source: Displays the original source through which the visitor first discovered your website.
- Last visit time: Shows the visitor’s latest website visit timestamp.
- Last visit duration: Displays how long the visitor stayed during their most recent visit.
- Favourite operator: Displays the operator who most frequently interacted with the visitor.
- Satisfaction: Indicates the customer satisfaction level collected through chat ratings or feedback.
- Avg. time spent: Shows the average duration the visitor spends on your website or platform.
- Rating: Displays the visitor’s chat or support rating score.
- Medium: Displays the traffic medium used by the visitor.
- UTM name: Shows the UTM campaign name associated with the visitor session.
- City: Displays the visitor’s detected city location.
- State: Shows the visitor’s detected state or province.
- Region: Displays the broader geographic region of the visitor.
- Country/Region: Shows the visitor’s detected country.
- Country code: Displays the ISO country code associated with the visitor.
- Browser: Displays the browser used by the visitor. Examples:
- Chrome
- Safari
- Firefox
- Edge
- Operating System: Shows the operating system used by the visitor.
- IP address: Displays the visitor’s IP address.
Conversation
All the chats and calls initiated by the leads will be listed here. You can click on a specific chat to view the conversations in detail. The date and time the operator attended, along with the status of the conversation, will be displayed here. You can reopen the conversation by clicking the "Reopen" button. You can also filter the conversation based on the brands the user is associated with.
Lead's Activities
It provides a timeline view of all activities performed by leads during a session, as well as by the operator for the contact. If you click a session, the list of all activities performed by the visitor during that session will be displayed.
The details below will be listed:
Landing Page - Clicking the link takes you to the page the contact visited.
Date and Time of Visit - Date and time at which the contact accessed the landing page.
Pages accessed - All the pages accessed by the contact throughout the visit will be listed.
Chat Initiated - Clicking 'Chat initiated' will open the chat transcript, displaying only the operator's initial chat.
Chat Ended - Clicking 'Chat ended' opens the chat transcript, displaying the contact's entire conversation with your operators.
Email Sent - To view the contact's email, click on the "Mail Sent" and the email will be displayed in a separate column.
Note Added - Clicking "Notes" displays the added notes in a separate column.
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