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
Account List Best Practices
Tell Us What You Think
Determine how you want to look at your data
By creating account lists, you can measure program impact and sales effectiveness within your organization’s core segments.
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.
5 video tutorials and roughly 18 mins. Additional lesson with account list best practices.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:
- Account Lists Overview
- Create a New List
- Manage Lists
- Understanding Selectors
- Account List Best Practices