Searching for Account Visitors

You can search for Account Visitors using either the Default or Advanced search options. Follow the steps below to perform a search.

Default Search

1. From the Left Nav Menu, click ABM > Account Visitors.   
2. You can enter the Account Visitors' First Name/Last Name/Job role or Invitee Id and click Search.   
3. The search string is matched with the search text, and all the matching accounts are returned in the search result.

Advanced Search

You can search for Account Visitors based on one or more of the following parameters:

• Email
• Invitee Id
• Job Role
• Department
• Account
• Account Rep
• Eng. Stage - New, Browser, Clicker, Engaged, and Highly Engaged.
• Type - Invitee and Non Invitee.
• Import Name - 
• Unsubscribed - All, Yes, and No.
• Status - All, Active, Archive. 
• Source - All Sources, Import, Manual, System, and CRM.
• Last Activity - From Date - To Date.

Searching for an Account Visitor based on Email:

1. Click the drop-down arrow in the Search Field.   
2. Enter the search text in the Email field. Click Search.   
3. The account matching the Email is returned in the search results.   

Searching for an Account Visitor based on Invitee Id:

1. Enter the search text in the Invitee Id field. Click Search.   
2. The account matching the Invitee Id is returned in the search results.       

Searching for Account Visitors based on Job Role: 

1. Enter the search text in the Job Role field. Click Search.   
2. The account matching the Job Role is returned in the search results.   

Searching for Account Visitors based on Department: 

1. Enter the search text in the Department field. Click Search.   
2. The account matching the department is returned in the search results.   

Searching for Account Visitors based on Account:   

1. Enter the search text and select the Account from the drop-down list in the Account field. Click Search.   
2. The search results display account visitors that match the selected Account.   

Searching for Account Visitors based on Account Rep:

1. Select the Account Rep from the drop-down list in the Account Rep field. Click Search.          
2. The search results display account visitors that match the assigned Account Representative.   

Searching for Account Visitors based on Eng. Stage:   

1. Select the Eng. Stage from the drop-down list in the Eng. Stage field. Click Search.   
2. The search results display the account visitors that match the specified Engagement Stage.   

Searching for Account Visitors based on Type:

1. Select the Type from the drop-down list in the Type field. Click Search.   
2. The search results display the account visitors that match the specified Type.
   • Type: Invitee     
   • Type: Non-Invitee    

Searching Account Visitors based on Import Name          

1. Enter the search text in the Import Name Field. Click Search.    
2. The search results return account visitors that match the specified Import Name.

Searching for Account Visitors based on Unsubscribe

1. Select the Unsubscribe field value from the drop-down and click Search.
   
2. The search results include account visitors who have unsubscribed.

Searching for Account Visitors based on the Status

1. Select the Status from the drop-down and click Search. 
2. The search results display the Archived account visitors.

Searching for Account Visitors based on Source

1. Select the Source from the drop-down and click Search. 
2. The search results display the account visitors associated with the selected source.

Searching for Account Visitors based on the Last Activity

1. Select the Last Activity From and To date and click Search.     
2. The search results display the account visitors' Last Activity by hour, day, week, and month.

Related Topics:

Adding Account Visitors

Editing Account Visitors

Deleting Account Visitors

Viewing Account Visitors