Lead Qualification: Scoring Categories

Multiple scoring categories (Pro and Ultimate Editions) allow you to score a prospect on more than one product or lines of business. So while you still have an overall prospect score, you can have additional scores for your prospect based on their engagement with certain assets or groups of assets. Automation Rules can be triggered off…

Engagement Studio

Overview Setup Now that you’re familiar with what Engagement Studio is, download our user guide to learn how to use it. Download To begin, open this document in Adobe Acrobat Reader and expand to at least 100%. If you do not have Adobe Acrobat Reader, you can download a free copy here. Engagement Studio (Webinar)…