Skip to main content
A
Anonymous
January 29, 2013
Question

Sales Insight - aggregate web activity

  • January 29, 2013
  • 4 replies
  • 1098 views
Is there a way, through Sales Insight or otherwise, for our Sales Manager to keep tabs on web activity for our entire lead DB (or at least a portion of the lead DB defined by filters)?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

4 replies

A
Anonymous
January 29, 2013
You can subscribe that person to the Web Page Activity report. Anyone subscribed will see the report you create.
A
Anonymous
January 29, 2013
How about real time...
A
Anonymous
January 29, 2013
If he owns all of those leads, yes.

There are two other ways:
  1. Interesting Moments on the lead record.
  2. Create a campaign to Trigger an Alert of some type to send to the Sales manager whenever a lead Has Interesting Moment or Visits Web Page IS ANY.
You can restrict either option to report on the entire database or just a key group of leads using the Smart List.

You could also choose specific pages to trigger this alert. Keep in mind the sales manager will then start to receive dozens of emails an hour.
A
Anonymous
January 29, 2013
Yeah, we're basically looking for a "Web Activity" tab that allows viewing lead web activity outside the user's ownership. Real time, not messy. I'm not sure there's a good solution to this issue for our specific needs right now. *sad face*
Terms & ConditionsAccessibility statement

Loading footer...