Managing Contacts Gathered from the Lead Generator

  1. Log in to your Site Builder account.
  2. Click Modules > Lead Generator on the toolbar.
  3. Click Visitor's Contact History to display the Lead Generator - Visitor's Contact History page. This page lists contact information for people who have submitted a question or comment through the Lead Generator.
  4. Do any of the following as needed:
    • ClosedReview or edit the contact information submitted by a visitor.
    • Click the Details button to open a page listing the contact information for the visitor. See Viewing and Editing Visitor's Contact Information for details on this page.

    • ClosedRespond to a visitor through email.
      1. Select the box beside the name of the visitor to whom you want to send an email.
      2. Select Send Mail from the drop-down list beneath the list of visitors.
      3. Click Go. Your default email program opens a blank email with the selected contact's email address in the blind carbon copy (BCC) field. You can complete and send the email just as you normally would.
    • ClosedExport contact information to a CSV file.
      1. Select the boxes beside the names of the visitors for whom you want to export contact information.
      2. Tip: Click the box in the Select column header to select all the listed visitors.

      3. Select Export from the drop-down list beneath the list of visitors.
      4. Click Go. The File Download window displays.
      5. Click Save.
      6. Select the location where you want to save the file, and, if needed, enter a different name for the CSV file.
      7. Click Save.
    • ClosedDelete visitor's information from the list.
      1. Select the boxes beside the names of visitors you want to delete from the list.
      2. Select Delete from the drop-down list beneath the list of visitors.
      3. Click Go.
      4. Click OK to confirm that you want to delete the selected contact.