Account Lists

Account Lists

Best Practices for Creating and Managing Account Lists in Engagio

About this course

Determining how you want to look at your data will go a long way toward analyzing the efficiency of your sales and marketing efforts. By creating several account lists, you can better measure program impact and sales effectiveness within your organization's core-segments!

Curriculum

  • Introduction
  • Account List Introduction
  • Account List Options
  • Engagio Dynamic Lists
  • Salesforce Report
  • Salesforce Account View
  • Auto-Create Account Lists
  • Best Practices
  • Account List Best Practices

About this course

Determining how you want to look at your data will go a long way toward analyzing the efficiency of your sales and marketing efforts. By creating several account lists, you can better measure program impact and sales effectiveness within your organization's core-segments!

Curriculum

  • Introduction
  • Account List Introduction
  • Account List Options
  • Engagio Dynamic Lists
  • Salesforce Report
  • Salesforce Account View
  • Auto-Create Account Lists
  • Best Practices
  • Account List Best Practices