Visitor History - Zoho SalesIQ

Visitor History

Visitor History helps you learn about all the visitors visiting the website. It is practically not possible to keep a tab on all the visitors in the Visitor Online dashboard. Even if some visitors need some help they may not reach out to you via chat. To filter and find the hot prospects visiting your website, you can use the visitor history section. Visitor history stores the visitor's information along with their actions and behaviour.

For example, if you are working for a real estate firm and you are assisting only the visitors from the Asia region, then you can create a custom view to filter out the visitors from Asia. Instead of initiating chats with all the visitors who visited your website, you can find the prospects who need some help and reach out to them.


SalesIQ only allows you to create and edit a custom view. You will not be able to schedule emails/export the Visitor History lists. 

Viewing visitor information in Visitor History tab

SalesIQ allows you to view the detailed visitor information by clicking on a visitor listed in the Smart View. The visitor info tab provides information like visitor since, visitor behaviour, interests, CRM info, visits, actions, etc.  You can have a clear picture of the visitor interests and their actions by navigating to the Visits and Actions tab, respectively. Learn more


You can view the Zoho CRM Info tab in the Visitor Info section only if you have access to the Zoho CRM account.

Edit Visitor Details

You can also update the visitor information manually if necessary. You can do so by following the steps given below:

  1. Click on the pencil icon near the visitor name/random id.

  1. Enter the visitor details.
  2. Click Save.

Lead Score and Opportunity

Lead Score and Opportunity can be used to evaluate the activities performed by the visitor in the website. These are the scores and percentage earned by the visitor based on their activities in the website respectively. 


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