Prospect Marketing Onboarding - Part 2
45 minutes of learning. Be guided through essential navigation and prospecting workflows. Discover how to find qualified prospects, create/manage prospects, and effectively use contact and activity features.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
Prospect Marketing - General Navigation
Gain understanding on basic navigation; including: best practices for searching and how to get support.
Prospect Marketing - Creating and Managing Prospects
Recommended for Sales Professionals. Learn how to effectively identify and locate prospects across the nation, ongoing prospect management and tracking.
Prospect Marketing - Managing Contacts
Unlock the full potential of Prospect Marketing by gaining practical skills to manage contact data and help your organization optimize outreach.
Investor Marketing (Prospect Marketing) Mobile App
Available to all Counterparty Oversight users. This app is designed to enhance exclusive access for Prospect Marketing. Build client relations, explore prospects, and enhance your marketing activities seamlessly from your mobile device.