Showing organisation details

Showing organisation details

This window shows general information about a particular visitor, such as contact information, important people, social media activities, etc. For more information, click through to the LeadsProfiler module. It is also possible to export the data.

In the Visitors and Leads menu, choose Organizations or Visits. Then click on the name of a visiting organization and click Organization Details to display the following popup screen:

Summary General and contact details of the visiting organization, sofar as we have them available.

Social Media Facebook, Twitter and LinkedIn. You can add or edit the link, so you can immediately see the Facebook page or relevant tweets.

Visits An overview with details of all the visits made by this organization.

LeadsProfiler Link to the LeadsProfiler module.

More options Click Report Errors if you believe to see incorrect information. That helps us to keep our database updated. Click Notes to add notes about this organization for your own use, it will not show in other accounts, keeping your own information private to your organization.