How to capture website visitors as contacts?
You can capture website visitors as contacts directly into your account using the Code Library. Once you have installed the library on your website, you will get your visitors as contacts when they fill a form on your website. You can also track their interactions with your website such as the pages they have viewed, whitepapers downloaded etc. in their Activities timeline.
Here’s an example of a contact showing up in the activities timeline who has viewed a web page.
To set up CRM Code Library on your website,
- Go to Admin Settings > CRM Code Library and choose a library of your choice.
- Copy the snippet and paste it in the HTML header of your website.
Learn more about library installation from our CRM Code Library page.
Compact view
The compact view truncates the height of rows.
- To switch to the compact view, click the Switch to compact list view button on your list view. You can switch back to the default list view by clicking the hamburger icon.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
Automation Software
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Add Use Contacts
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Assign Contacts
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Bulk Actions
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Capture Website Visitors
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Clone Contacts
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Customize The Ui
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Import Contacts
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Manage Lifecycle Stages
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Merge Contacts
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Multiple Email Addresses
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Prospect
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Promotions Advantages
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Social Media Sales Strategy
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