- Default Settings
Controlling Lead to Account Matching 0 min
L2A Default Configuration
- Admin Controls
Lead Matching Report 3 min
Account Domain Report 1 min
Lead to Account Matching
Understand how Engagio’s lead-to-account matching operates, its different functionalities, and your L2A analytics!
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.
3 short video tutorials and roughly 6 mins. Additional slides added.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view: