Lead to Account Matching

Lead to Account Matching

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

About this course

What You’ll Learn:

  • Understand how Engagio performs lead-to-account matching to give account owners a holistic view of everyone engaging at their accounts.
  • What features and functions to leverage to ensure you are setup for success.
  • Analytics Engagio offers to analyze match rates and continually optimize your L2A strategy.

Who Should Take This Course:

This course is designed for Engagio administrators who want to understand exactly how Engagio matches your leads to specific accounts.

 

Time Expectations:

3 short video tutorials and roughly 6 mins. Additional slides added.

 

Supporting Documentation:

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

 

Curriculum5 min

  • Default Settings
  • Controlling Lead to Account Matching 0 min
  • L2A Default Configuration
  • Admin Controls
  • Lead Matching Report 3 min
  • Account Domain Report 1 min

About this course

What You’ll Learn:

  • Understand how Engagio performs lead-to-account matching to give account owners a holistic view of everyone engaging at their accounts.
  • What features and functions to leverage to ensure you are setup for success.
  • Analytics Engagio offers to analyze match rates and continually optimize your L2A strategy.

Who Should Take This Course:

This course is designed for Engagio administrators who want to understand exactly how Engagio matches your leads to specific accounts.

 

Time Expectations:

3 short video tutorials and roughly 6 mins. Additional slides added.

 

Supporting Documentation:

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

 

Curriculum5 min

  • Default Settings
  • Controlling Lead to Account Matching 0 min
  • L2A Default Configuration
  • Admin Controls
  • Lead Matching Report 3 min
  • Account Domain Report 1 min