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6 Ways to Manage Lead Assignment in Pardot and How to Determine The Best Option
There are many different ways to assign your prospects within Pardot. You can manually assign prospects or utilize automation rules or completion actions to assign prospects based on their activity or information. In this post, I’ll dive into 6 different ways to manage lead assignment in Pardot and how to determine what the best option is for you.
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How I Manage Lead Assignment in Salesforce For a Global Sales Development Team
Part of my role as a Marketing Operations Manager is to manage the lead assignment process within Salesforce for our 25+ Sales Development Representatives from around the world. A crucial piece to our success is getting the leads to the right person without any delay and ensure a smooth handoff from marketing to sales. In this post, I will walk you through exactly how I manage the lead assignment and lead reassignment process within Salesforce and share some lessons learned along the way
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Creating Pardot Forms: Common Questions & Answers
Can I capture image attachments in my form? How do I create a two-column form? Can I limit the number of submissions for my form? I get asked these questions a lot from Pardot users and see them posted frequently in the Trailblazer Community. Let’s dive into these questions as well as other common Pardot form questions.
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How to Create a Better Date Picker Within Pardot Forms
Want to be able to restrict the date range of a date picker within your Pardot forms? The default date picker with Pardot does not provide this option, but with a couple of lines of JavaScript, you can enhance the functionality of the date picker. In this tutorial, I’ll show you how to use the jQuery UI date picker within your Pardot form.
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A Beginners Guide to Date Stamping in Salesforce
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.
About Me
Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a Marketing Operations leader.
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