Most prospects are related to their visitor activity when they convert, but you can
manually associate a visitor with a prospect. This feature comes in handy when you’re in contact
with a potential prospect whose company is in your visitor report.
Required Editions
User Permissions Needed
To create or associate a visitor to a prospect:
Account Engagement Administrator or Marketing
role
Note When you manually associate a visitor, the email address you enter for the prospect is
prefilled in Account Engagement forms.
Navigate to Prospects | Visitors and find the visitor you want to associate.
Click Create / Associate next to the visitor.
Enter an email address for the prospect record. If you have multiple prospects with the
same email address, Account Engagement associates the visitor to the prospect with the most
recent value in the Last Activity field.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
