Prospects in Pardot are visitors who have identified themselves, for example, by filling out a form and sharing their email address. Once visitors are converted into prospects, marketers can gain the immense amount of insight into prospects’ level of interest in a product or service and collect qualifying information.
It is difficult to overstate, the importance of easy access to information about a prospect, to a Sales Team. To be successful, a sales team not only needs detailed information about their prospects but, they must also be able to access and view the information at-a-glance. Information such as, what are the prospects interested in? What are their online activities? Etc. Lead or contact record in your Salesforce CRM, can provide additional insights on prospects’ activities and show you, exactly, what campaign, form, or web page your prospect visited.
In Pardot, a prospect’s record gives sales teams fast access to a prospect’s online activities and behaviors; the teams gain key insights into a buyer’s interests and intent. Furthermore, the prospect record in Pardot also allows sales representatives to interpret the prospect’s needs without sorting through lines of data. Indeed, in seconds, busy sales professionals get real-time visibility into their prospects’ online activity before they even pick up the phone.
To access a prospect’s record, navigate to Prospects | Prospect List, and then, click on the prospect’s name to access a prospect record, as shown in the following screenshot:
Once you open the prospect’s record, it should look like the following screenshot:
Similar to a related list on a Salesforce record, in Pardot, individual prospect’s information is arranged in a series of tabs – Overview, Lists, Profile, Related, Activities, Audits, Lifecycle, Opportunities, Related Objects – in an easy-to-read format. Below, let us discuss each section or tab in detail.
A prospect’s record shows all information, and activities, of an individual prospect. It displays a prospect’s data in different sections. For instance, if you have created some custom fields, then the fields will appear in Custom Fields section.