What is the Visitor Integration Activity Report?

The Visitor Integration Activity Report is a report that gives users insights into the third party integrations your website's visitors are interacting with. You will need to setup website tracking for Insightly to collect this data.

Once the tracking has been setup, Insightly users can see website visitor's activity. For example, if a Prospect uses Zoom with one of your users, the report will display this activity. 

To view the report:

  1. Go to Reports > Visitor Reports.
  2. Select Visitor Integration Activity Report.
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  3. When you're finished, click Save. Alternatively, you can run the report and then save.
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