Person types

Person types are determined by the stage in the customer journey. Data stored in Customer Profiles helps track leads' activities and turn them into customers.

When creating person profiles, you select the person type (Lead or Customer) based on the verification status.

There are three types of person profiles:

• Leads: Profiles with a person name and contact information that has not been verified. Lead information can be changed from numerous sources at any time.
• Customers: Profiles that have been verified using the most trusted verification channels. Any modification involves more work to protect against unwanted updates.
• Agents: Profiles for team members who interact with customers through Inbox and other channels.

Anonymous visitors

Anonymous visitors are website users who have not been identified as a known person (either a lead or customer). They have no profile in Customer Profiles.

Visitor browsing activity and custom site events are tracked on the website via the Web SDK. Once a visitor is identified by the website (for example, after they create an account or provide user details in a form), the website can call a method to merge the visitor's event history to a lead or customer profile.

Learn more about Web SDK integration in Create and synchronize person profiles.