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Prospect List

Concept

Pardot organizes your prospects into a variety of categories and allows you to sort by activity date.

Instructions

  1. Navigate to Prospects > Prospect List.
  2. If you are a Marketing, Administrator, or Sales Manager user, you can change the View in the prospect table to one of the following options. If you are a Sales user, you will only see prospects assigned to you. You can also filter the table by Tags or other values entered manually, and change the Date Range dropdown to filter by a specific time period.  Click on a prospect’s name to view a detailed profile page.
  • Active Prospects: Displays prospects that have had at least one activity (any activity besides an email send, email open, email bounce, opportunity, or visit).
  • Active Prospects for Review: Displays prospects that are not assigned to a user in Pardot, have not been marked as reviewed, and have had at least one activity (any activity besides an email send, email open, email bounce, opportunity, or visit).
  • All Prospects: Displays all prospects in your account.
  • Assigned Prospects: Displays all prospects that are assigned to users in your account.
  • Mailable Prospects: Displays all prospects that can receive emails through Pardot (they have not unsubscribed, had a hard bounce or 5 soft bounces, and were not manually opted out by a user).
  • My Prospects: Displays all prospects assigned to you in Pardot.
  • My Starred Prospects: Displays all prospects assigned to you in Pardot that you have manually starred. Prospects can be starred by clicking the gray star next to the prospect’s name in the prospect list or by clicking the star next to the prospect’s name in their individual prospect record. Stars are applied on an account-wide basis, so if one user stars a prospect, it will be starred for all users in that account.
  • Never Active Prospects: Displays prospects that have never been active.
  • Reviewed Prospects: Displays prospects that have been marked as reviewed (see What should I do with “bad prospects” who provide false data? for more information).
  • Unassigned Prospects: Displays prospects that are not assigned to a user in Pardot; this includes prospects that have been marked as reviewed.
  • Unmailable Prospects: Displays prospects that have opted out of email communication in Pardot, were imported and globally opted out, were manually marked as “Do Not Mail”, or had a hard bounce (or 5 soft bounces) when emailed through Pardot.
  • Unsubscribed Prospects: Displays prospects that are unmailable because they have opted out of email communication in Pardot by clicking the unsubscribe link in an email.