Determine how you want to look at your data

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.

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
  • Summary
  • Account List Best Practices
  • Course Completed
  • Tell Us What You Think

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
  • Summary
  • Account List Best Practices
  • Course Completed
  • Tell Us What You Think