Live workshop: Prospect routing in Account Engagement (Pardot)
- February 23, 2024
- Lead Management, Lead Routing, Pardot Geeks
Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the team’s success.
Lead qualification functionality exists inside Salesforce. But what about qualifying records BEFORE they reach Salesforce?
In this Salesforce Marketer Group (Pardot) Tampa meeting, I ran a live workshop demonstrating the different ways that prospect routing in Account Engagement (Pardot) can be done. I use Engagement Studio, Automation Rules, and Completion Actions to demonstrate functionality.
Watch the recording here:
Pardot Geeks Blog Article
This Pardot article written by: Ben LaMothe
Original Pardot Article: https://pardotgeeks.com/2024/02/prospect-routing-pardot/
Find more great Pardot articles at https://pardotgeeks.com/author/blamothe/
Pardot Experts Blog
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