Prospect Marketing Onboarding - Part 1
25 minutes of learning. Guides sales leaders and marketing admins through managing user access, customizing fields, and applying advanced contact and activity strategies. Empowering teams to drive smarter engagement across their organization.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
Prospect Marketing - Access and User Permissions
Gain a comprehensive understanding on how to control user visibility to the Marketing features, as well as assign user permissions within Prospect Marketing.
Counterparty Oversight - Custom Fields
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to capture even more information and data on your clients! Enhance reporting and workflows.
Prospect Marketing - Advance your Contact Management Strategy
Recommended for Sales Leaders and Marketing Professionals. Gain practical skills to implement your contact management strategies and optimize your outreach.
Prospect Marketing - Activity Tools for Team Success
Recommended for Sales Leaders and Marketing Professionals. This course explores best practices for capturing meaningful activity data and turning it into actionable insights to drive performance.