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Market to Your Customers with Account Engagement
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            Delete Visitor Records to Restore Paused Prospects

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            Delete Visitor Records to Restore Paused Prospects

            A prospect is paused when their activity level is high enough to impact Account Engagement performance, including prospects used for testing. You can restore a prospect by permanently deleting their visitor records. A paused prospect is restored when they have fewer than 1,000 visitor records.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To permanently delete prospect visitor records: Administrator Role

            Keep these guidelines in mind when you delete prospect visitor records.

            • You can delete visitor records only when the prospect is paused.
            • You can’t restore deleted visitor records.
            • Deleting a prospect’s visitor records doesn’t guarantee that the prospect won’t be paused again in the future. If the prospect exhibits enough bot-like activity, they’re paused again. If a prospect continues to be paused, we recommend removing the prospect record entirely.

            See Also

            Manually Delete Excessive Visitor Records

            1. On a paused prospect record or on the prospect Visitors tab, click Tools and select Delete Visitor Records.
            2. Confirm the deletion is permanent, and click Next.
            3. Delete the visitor records created before the recommended date or choose a date, and then click Next.
              The Prospect Status, Visitor Records to be Deleted, and Visitor Records Not Deleted fields dynamically adjust based on the date chosen. A paused prospect is restored when they have fewer than 1,000 visitor records.
            4. Confirm the deletion, and click Delete.
            5. When the deletion process starts, click Done.

            Review the visitor deletion confirmation emails to ensure that enough visitor records were deleted to restore the paused prospect.

            Automatically Delete Excessive Visitor Records

            1. Open the settings for your business unit.
              • In Account Engagement, click gear icon and then select Settings.
              • In the Lightning app, select Account Engagement Settings.
            2. Click Edit, select Visitor Importance Time Frame, and choose the date range after which visitor records are automatically deleted.
            3. Enable After the Visitor Importance Time Frame lapses, automatically delete all visitor records for prospects that show bot-like activities or are paused.
              The Visitor Importance Time Frame also determines when stale, unconverted visitors are deleted.
             
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