I'm in the process of implementing lead scoring in Pardot, and if leads pass a certain lead score (190), they'll be automatically switched to an MQL, and assigned to a seller via Salesforce Active Assignment Rule.
Does anyone have recommendations for setting up this automation? If I run this automation with our database all at once, it's retroactive, and there will be a big collection of outdated MQL's assigned to sellers. Is there a date filter that can apply this ONLY to new leads generated moving forward? Dynamic List filter?
Hopefully this will help others with the same situation. Thanks!
2 commenti
@Alicia Mickelsen check out RepBlaze https://sforce.co/2v7o6hT. This is a robust and a agile solution that can help with your requirement!