Lead Matching

Lead Matching

Understand how Engagio’s lead-to-account matching operates, its different functionalities, and your L2A analytics!

About this course

Gain an understanding of how Engagio performs Lead-to-Account matching to give account owners a holistic view of everyone engaging at their accounts! Learn about what L2A features and functionalities can be leveraged to ensure you are setup for success. And lastly, familiarize yourself with the analytics Engagio offers to analyze match rates and continually optimize your lead-to-account strategy!

Curriculum

  • Default Settings
  • Controlling Lead to Account Matching
  • L2A Default Configuration
  • Admin Controls
  • Lead Matching Report
  • Account Domain Report

About this course

Gain an understanding of how Engagio performs Lead-to-Account matching to give account owners a holistic view of everyone engaging at their accounts! Learn about what L2A features and functionalities can be leveraged to ensure you are setup for success. And lastly, familiarize yourself with the analytics Engagio offers to analyze match rates and continually optimize your lead-to-account strategy!

Curriculum

  • Default Settings
  • Controlling Lead to Account Matching
  • L2A Default Configuration
  • Admin Controls
  • Lead Matching Report
  • Account Domain Report