Assignments are an essential feature that ensure clear ownership and accountability for the businesses visiting your website.
By assigning specific users to each of your visits, you can effectively manage potential opportunities and improve overall organisation.
Utilising this feature helps to streamline communication and enhances the efficiency of tracking interactions within the platform.
This report offers a comprehensive overview of the assignments applied to visits within your portal. Begin by selecting the desired date range for the report. You can either choose from the preset options in the drop down menu or set a custom date range. For instance, this example uses the month of May.
There are two views available in this report. The first view shows the number of visits assigned to each user within the specified date range. The second view displays the number of visits during the period that had a pre assigned user, irrespective of when the visit was assigned to the user.
To export the data, use the export button at the bottom, which allows you to save the report as an Excel or PDF file.
Alternatively, you can choose to have the report emailed to yourself or other recipients.
You can review the visits assigned to each user by clicking through to the company's details.
There are multiple methods to assign users to the businesses visiting your website. You
can manually assign visits in your visitor list by using the actions button at the end of the visit or the actions tab within the visit detail.
You can automatically assign visits based on filter criteria, Please watch the video here for instructions on how to do this.
Or you can assign businesses to users by creating an automated action following the upload of a data manager list. Please watch the video here for instructions on how to upload data lists.
For additional information or assistance, please contact your dedicated customer success manager or visit the customer community here.
Assignments are an essential feature that ensures clear accountability and ownership for the businesses visiting your website. By assigning specific users to your visits, you can effectively manage potential opportunities and improve overall organization. Utilizing this feature helps streamline communication and enhances the efficiency of tracking interactions within the platform.
This report offers a comprehensive overview of the assignments applied to visits within your portal. Begin by selecting the desired date range for the report. You can either choose from the preset options in the drop-down menu or set a custom date range.
There are two views available in this report:
- The first view shows the number of visits assigned to each user within the specified date range.
- The second view displays the number of visits during the period that had a pre-assigned user, irrespective of when the visit was assigned to a user.
To export the data, use the export button at the bottom, which allows you to save the report as an Excel or PDF file. Alternatively, you can choose to have the report emailed to yourself or other recipients.
You can review the visits assigned to each user by clicking through to the companies' details.
There are multiple methods to assign users to businesses visiting your site. You can manually assign visits in your visitor list using the actions button at the end of the visit or the actions tab within the visit detail.
You can automatically assign visits based on visitor list filters.
You may also assign businesses to users through data manager lists.