Prospects 101 teaches the user how to differentiate a site visitor from a prospect, as well as navigate and decipher visitor tables and prospect lists. Prospects 101 discusses the four methods of prospect creation and when they are appropriate. The user will learn to identify the parts of a prospect record and use it to gather information about their prospects. This module also discusses the default and custom field types found within the prospect record.
This module is interactive and includes feature demonstrations as well as learner-led skill assessments.