Category Archives: Lead Routing

Live workshop: Prospect routing in Account Engagement (Pardot)

Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the…
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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins¬† Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
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How to Do Round Robin Assignment with Pardot (Account Engagement)

One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have…
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