In this elearning module, you will learn the key criteria for lead assignment, how to effectively leverage Pardot’s lead assignment features for your company’s process and the different assignment methods/actions that Pardot offers. This training module is structured into four topics. Each topic will cover a specific aspect of assigning prospects.
After completion, you will be able to manage the lead assignment process, reassign leads and manage lead ownership.
- Describe the concept of lead assignments
- Understand the types of criteria used to assign prospects
- Leverage the different methods of assignment
- Reassign prospects to another sales user
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).