Overview
Learn what every number means on your Website Opportunities screen—and how to use each feature to maximize your lead generation and outreach.
Requirements
❕ Make sure you have:
Access to your Leadsourcing account.
At least one website connected and actively tracking visitors.
Website Visitor Dashboard Breakdown
1. Website Opportunities Tab
What it displays: The total number of website visitor opportunities identified for your selected website and campaign.
How to use: Begin here to see all qualified leads. Use tabs to switch between Opportunities, Shortlist, and Insights for different lead management actions.
2. QualifyAI Identified (Top Summary)
Total: Shows how many opportunities QualifyAI found for your website in the chosen time period.
Matched (%): Indicates what percentage of visitors closely match your ideal customer profile.
Shortlisted (%): Reveals how many opportunities you’ve shortlisted for deeper engagement.
How to use:
Review these stats to track your pipeline health and qualification trends.
Use the shortlist percentage to evaluate how efficiently you’re moving leads into actionable stages.
3. Sales-ready & Partial Match Opportunities
Sales-ready: Visitors that QualifyAI flagged as highly relevant and likely to convert.
Recommended action: Shortlist all sales-ready prospects to enrich them with verified emails and details.
Use “Move all to Shortlisted” for bulk action, then “Send all to campaign” to start automated outreach.
Partial match: Visitors who fit some—but not all—of your ideal criteria.
Recommended action:
If your product is broad, shortlist all partial matches to widen your outreach.
For specialized products, manually review these leads and shortlist those likely to be relevant.
Taking action with your web visitors
4. Prompted Segment & Filter Settings
Displays: Your current segment filters (like “Marketing,” “Sales,” company size, etc.).
How to use:
Adjust filters to focus on the segments or company sizes most likely to convert.
Update segments to refresh your qualified list.
5. Opportunity Table/List
What is shown for each lead: Last Visit date, Company name, Visitor contact, Job Title and employee verification, plus shortlist/archive action buttons.
How to use:
Quickly scan company and visitor details to qualify each lead.
Use “Shortlist” to enrich the lead and prepare it for outreach.
Use “Archive” to remove irrelevant leads and keep your funnel clean.
6. Bulk Actions
Send all to campaign: Start automating outreach to all visible or shortlisted leads.
Move all to Shortlisted: Qualify and enrich every opportunity at once.
Export to Excel: Download your current opportunity list for further review, reporting, or sharing with teammates.
How to use: Use these one-click actions to save time managing and acting on leads. Export to Excel is essential for offline analysis or collaborating outside Leadsourcing.
Recommended Workflow
Shortlist all sales-ready opportunities for enrichment and automation.
Evaluate partial matches according to your product’s niche. Shortlist all for broad products, or manually shortlist after reviewing if your offer is more specialized.
Export, archive, and send campaigns as needed for streamlined lead handling.
Export opportunities to Excel when you need external analysis or team review.
Tips & Best Practices
Shortlisting unlocks full contact emails and readies leads for campaigns.
Use filters and segments to continuously optimize your opportunity funnel.
Archive irrelevant matches regularly for easier dashboard review.
Support
Contact support if leads aren’t being enriched or if bulk actions aren’t working. Understanding and using each figure ensures you act fast and smart on every opportunity.