Flashcards in Prospects Deck (39)
How many prospects can you merge at once?
What happens when prospects are merged?
Activities are aggregated, score is recalculated, nonmaster prospects are deleted permanently
Why would you need to export prospects?
To perform bulk update, fix sync errors, or use data for external reporting
Who can export prospects?
Marketing, Admin, Sales Manager
What is the difference between opted out and do not email?
Opted out still receives autoresponder and operational emails
Who can perform manual opt-ins?
Who can perform manual opt-outs?
All (but only Marketing and Admin can opt out prospects not assigned to them)
Whwere should you manage accounts if you have a connector?
From Salesforce, it will sync. Read only in Pardot.
If no connector, can manually edit.