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Prospect Record

Concept

Accessing a prospect’s record is a useful way to view and edit information at the individual level. This article will break down each part of the record.


On your left-hand navigation bar, click Prospects > Prospect List, then choose the name of the individual you would like to view.

Here’s our prospect record:

Prospect Record

Notice the tabbed navigation at the top of the record.

Fields

This is the default tab.

  • Contents: This area displays basic information such as name, email, organization, account, and first touch campaign (how the prospect first came into contact with Pardot). Notice the icons next to the name and organization fields. These icons allow you to pull in more information about the prospect from LinkedIn and Jigsaw, follow any social media the prospect is engaged in, as well as star the prospect, or if you are using Salesforce, to view them in your CRM. For more information, please visit our icon glossary article. If a prospect “converts” on a form, meaning if an anonymous visitor to your site submits a form and becomes a prospect, the “conversion point (the name of the form)” and “conversion date” will be displayed in this table.

Contents

  • Insight: View a prospect’s score, grade, assigned user, the date user was assigned, additional notes, and the last activity the prospect had on your website.

Insight

  • Additional fields: This lists any information collected from default fields, an import, any forms the prospect may have submitted, or it can be entered manually. You can also see when the prospect was created, last updated, who created the prospect, and when the prospect was last synced with your CRM.

Additional Fields

  • Prospect Activities: View all interaction a prospect has had with your content. This includes activities the prospect had while still a visitor (someone on your site who has not yet identified him- or herself). An icon, a description of the activity, type, score associated with the activity, and the date of the activity are all listed in this table. For a list of icons and activity descriptions for prospect activities, visit our article on prospect activity icons.
    • You have the option to filter by type.
    • Display more or hide results with the options on the bottom of the table.

Activities

  • Custom fields: See a list of any information a prospect has submitted in a custom field.

Lists

Quickly view and edit the lists (static and dynamic) a prospect is on. Add the prospect to a list from the drop-down menu.

Profile

Profiles are used to grade your prospect based on criteria you have selected. In this tab, you can view how that prospect matches this criteria.

Profile

Related

View other prospects with the same email domain, useful for seeing other prospects from the same company.


Above the tabs, you’ll find several links.

nav links

Edit Prospect allows you to change the record.

Synchronize with CRM forces a sync with your CRM if you have your CRM connector verified.

Assign prospect to user

Social Data will display the social data available for the prospect. This is available at Enterprise and Account levels.

Note: If a prospect has not yet been looked up or if FullContact did not return any social data for the record, the link will be inactive (grayed out). For clarification, hover your cursor over the inactive link for a status update where you may see a message like “Could not find any social data“. If the Social Data link is active but you do not see any additional social media icons, it is likely that Pardot only found the LinkedIn profile. In that case, LinkedIn will point directly to the prospect’s LinkedIn profile rather than simply doing a search in LinkedIn by first and last name.

Delete the prospect from Pardot (will be moved to the Recycle Bin).


But wait there’s more. Additional navigation can be found on the left-hand navigation bar. Under the Prospects bar, you should now see the name of your prospect, under which you have more options.

Prospect record menu

Activities – View all interaction a prospect has had with your content. This includes activities the prospect had while still a visitor (someone on your site who has not yet identified him- or herself). An icon, a description of the activity, type, score associated with the activity, and the date of the activity are all listed in this table. For a list of icons and activity descriptions for prospect activities, visit our article on prospect activity icons.

  • You have the option to filter by type.
  • Display more or hide results with the options on the bottom of the table.

Audits Audits display a table of all actions and information which changed in regards to the prospect record. For example if a prospect was assigned to a user manually by another user, you will be able to view who made this change.

Emails – View all emails a prospect has received.

Lifecycle – View the dates that the prospect entered and exited each lifecycle stage.

Opportunities – Take a gander at all Salesforce.com and SugarCRM opportunities the prospect is associated with. Currently we can only sync opportunities with salesforce.com and SugarCRM via the CRM connector.

Note: Once the connector is established between Pardot and salesforce.com, we will retroactively bring in all old opportunities. You may see numerous prospects with higher/lower scores soon after creating the connector.

salesforce.com Campaigns – See all salesforce.com Campaigns a prospect is associated with.

Searches – Look at all search queries on your site, your paid search, and natural search by the prospect.

Visits – Look at the duration, number of page views, and time of first and last page view for each prospect.