Find profiles and leads
Search visitors, leads, and customers, then open a profile to understand its journey.
Profiles brings together people known to the project, from the first anonymous visit to a customer. Profiles appear after CJM receives tracking or business data; this page does not create a profile manually.
Choose the right list
- Identified combines people for whom CJM has identifying data, including leads and customers.
- Anonymous contains visitors whom CJM has not identified yet.
- Leads contains profiles that are leads in the project.
- Customers contains profiles that are customers in the project.
- Open the tab that matches the group you need.
- Use Search profiles to find a name, email address, or available profile data.
- Use the available filters, such as quality, CJM stage, source, score, or when the person became a lead, to narrow the list.
- Clear the search or filters when no results appear.
- Use the page controls below the table when the results span more than one page.
- Select a profile row to open its details.
Each tab applies its own profile type automatically. The same person can move from anonymous visitor to lead or customer as CJM receives new information.
If the list is empty
Check the selected tab, search, and filters first. If the whole project has no profiles, verify that the Pixel receives events and that the relevant lead or CRM setup is active.
A filter narrows the open list; it does not automatically move a person between the four tabs. For a direct view of the selected person's data, see Profile details.