Categories serve as essential tags that label the businesses visiting your website, aiding in their identification and processing. These tags persist with the companies, irrespective of their sales stage.
This report offers a comprehensive overview of the categories assigned 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 category within the specified date range.
- The second view displays the number of visits during the period that had a pre-assigned category, irrespective of when the category was assigned.
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 category by clicking through to the companies' details.
To set up categories, navigate to Setup > Visitor Categorisation.