Overview
When you click on a visitor from the home page, there are three sections: the Visitor 360, Live View, and Qualified messenger. The Live View shows a visitor's browsing history on your website, which provides contextual cues to better engage them while chatting, and the Qualified messenger shows previous conversations. The Visitor 360 gives visibility into everything we know about the visitor through all your systems connected to Qualified.
What's Included in the Visitor 360
Visitor Details
The visitor card combines data across all connected sources to provide a summarized vie for reps. Admins can configure which visitor fields are displayed in this card in visitor field settings.
Account Signal
The Account Signal card brings Signals data into the visitor view, providing context to the rep on the overall account engagement and propensity to buy. Reps can click into the Signals card to view additional details.
Experience
The Experience card gives visibility to the rep into which Stream and Experience the visitor is currently included in.
Meetings
The Meetings card shows all meetings offered, booked, and/or canceled for the visitor along with the date the meeting was booked for.
Hovering on the text displays additional details including the medium the meeting was offered through (for example through a Smart Form, Smart Button, Personal Meeting Link, or Chat) and the routing rule used to route the meeting.
Connected Systems
The remaining cards display data for any systems connected to Qualified. The fields in each of the cards can be edited by Admins by navigating to Settings > Integration (ie. Salesforce) > Field Layout.
- Salesforce (Leads, Contacts, Accounts & Opportunities)
- Sales Engagement Tools (Outreach, Salesloft)
- Marketing Automation Platforms (Marketo, Hubspot, Pardot)
- Reverse IP and Data Enrichment (Clearbit, Demandbase, 6Sense, ZoomInfo)
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