*Note: We are currently updating this course. While the information presented is still accurate, some newer features may not be represented.
Qualify Prospects, keep your database organized, and automatically distribute leads. In this lesson, we cover
- Scoring and grading
- Tags
- Lists
- Segmentation
- Lead Distribution
We strongly recommend finishing the Website Visitor Tracking course before this one.
Course Content
Organizing Prospects
Prospect Import Tool
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Tags
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Lists
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List Categories
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Segmentations
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Lifecycle Stages
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Qualifying Prospects
Scoring
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Custom Scoring Rules
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Score Thresholds
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Grading
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Hot Prospect Settings
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