Category Archives: Lead Routing

Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins¬† Share this article... Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects,…
Continue reading

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…
Continue reading