Sales Insight - aggregate web activity

Anonymous
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Sales Insight - aggregate web activity

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)?
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4 REPLIES 4
Anonymous
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Re: Sales Insight - aggregate web activity

You can subscribe that person to the Web Page Activity report. Anyone subscribed will see the report you create.
Anonymous
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Re: Sales Insight - aggregate web activity

How about real time...
Anonymous
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Re: Sales Insight - aggregate web activity

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.
Anonymous
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Re: Sales Insight - aggregate web activity

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*