Account Lists

Account Lists

By creating account lists, you can measure program impact and sales effectiveness within your organization’s core segments.

About this course

What You’ll Learn:

  • Creating account lists to better measure program impact and sales effectiveness within your organization’s core-segments

Who Should Take This Course:

This course is designed for Engagio administrators and marketers who are looking to analyze the efficiency of your sales and marketing efforts. 

 

Time Expectations:

5  video tutorials and roughly 18 mins. Additional lesson with account list best practices.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum13 min

  • Start with Reflection
  • Creating Account Lists
  • Engagio Dynamic Lists 7 min
  • Salesforce Report 2 min
  • Salesforce Account View 1 min
  • Auto-Create Account Lists 1 min
  • Course Completed

About this course

What You’ll Learn:

  • Creating account lists to better measure program impact and sales effectiveness within your organization’s core-segments

Who Should Take This Course:

This course is designed for Engagio administrators and marketers who are looking to analyze the efficiency of your sales and marketing efforts. 

 

Time Expectations:

5  video tutorials and roughly 18 mins. Additional lesson with account list best practices.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum13 min

  • Start with Reflection
  • Creating Account Lists
  • Engagio Dynamic Lists 7 min
  • Salesforce Report 2 min
  • Salesforce Account View 1 min
  • Auto-Create Account Lists 1 min
  • Course Completed