Prospects 101

In this elearning module, you will learn how to differentiate a site visitor from a prospect, as well as navigate and decipher visitor tables and prospect lists. This training module is structured into five topics. Each topic will cover a specific aspect of Pardot prospects.

After completion, you will understand the four methods of prospect creation and when they are appropriate. You will be able to identify the parts of a prospect record and use it to gather information about their prospects. This module also discusses the default and custom field types found within the prospect record.

Learning Objectives:

  • Distinguish a prospect from a visitor
  • Access visitor and prospect lists
  • Utilize prospect lists to gather information
  • Decipher prospect reports
  • Employ the four methods of prospect creation

If you’re a salesforce.com customer, you can also access all of our online courses within Help & Training, search for “Pardot”, and select your learning path (Administration or Marketing).

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