Read through some frequently asked questions involving prospects.

How are prospects scored?

Prospects are scored based on the activities they take on your website. Prospect Insight comes with a baseline scoring system in place and also allows you to customize the values of various pages or actions.

What happens once I assign a prospect?

Once a prospect is assigned, the new prospect owner will receive an email notification as well as have a new lead record in his CRM instance. The record will contain any data captured by Prospect Insight as well as the prospect's score, grade, and a URL to quickly view the prospect's activity history.

How do I get a list of all of my prospects?

There are a couple of ways to view a list of all of your prospects.

When are leads synced with the CRM?

Leads are synced with the CRM in several different scenarios.

Can I remove a prospect from automated emails?

Prospects may opt-out from emails verbally and users have the ability to flag their records to stop receiving email communications.

How are prospects associated with campaigns?

Prospects are associated with the campaign of the first marketing element they encounter (i.e. a paid search ad, a landing page, a web page, etc.).

How will prospects be converted from visitors?

There are several different ways prospects will be converted in Prospect Insight.

How do default fields map to Salesforce.com fields?

Most default prospect fields automatically map to Salesforce.com fields.

What should I do with "bad prospects" who provide false data?

How to handle "bogus prospects" who enter junk data in to forms to try to access your materials.