Pardot-Consultant 문제 16
LenoxSoft wants to view only opportunities within a certain fiscal year on the Pipeline Dashboard using B2B Marketing Analytics.
How could this be accomplished?
How could this be accomplished?
Pardot-Consultant 문제 17
LenoxSoft wants to create Contacts instead of Leads or sync with Person Account records. What step should the consultant recommend?
Pardot-Consultant 문제 18
LenoxSoft asks their Pardot administrator to assist in routing all qualified leads so leads can be reviewed first, then assigned to individual sales reps. Their marketing team uses a combination of criteria to qualify leads before they become qualified.
What should be configured to assign qualified leads as requested?
What should be configured to assign qualified leads as requested?
Pardot-Consultant 문제 19
LenoxSoft has a training portal for customers. A Pardot page action changes a Prospect's Engagement custom field to Engaged for any prospects who views the page. Customer who regularly engage with the portal have more success with the platform, and those with low engagement have a high rate of attrition. To encourage engagement with the portal, Lenoxsoft wishes to use this custom field as the basis to develop a Training Engagement Program that encourages prospects to sign up for a live webinar which promotes the portal. They have the following requirements. - Prospects with no Engagement custom field value should be added to the Training Engagement Program - If Prospects register for the Webinar and view the training portal, they are removed from the Training Engagement Program What steps should Lenoxsoft take to achieve these requirements?
Pardot-Consultant 문제 20
Lenoxsoft currently has prospect data in another email-sending platform, and they want to migrate it over to Pardot. The system has a list of mailable prospects and a list of unmailable prospects who unsubscribed/opted-out that do NOT exist in Salesforce. The marketing team wants to make sure that they stay complaint with the permission-based Marketing Policy while maintaining their database of unsubscribed/opted out prospects when they migrate this data over to Pardot. How should the data be imported?