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.
- 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).