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Tiffany Towb 님이 #Pardot B2b Marketing Automation에 질문했습니다

I'm not the Admin and would like to point them  in the right direction.  Can you share any articles on what needs to be set up so that a sales rep can add a contact/lead to a Pardot list that I have marked to be shown in CRM?

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  1. 2024년 5월 5일 오후 3:50

     4 permissions exist in Account Engagement (Note that these are ordered from the highest permission to lowest): 

     

    Administrator -> Full access to Account Engagement.

    Marketing -> Not full access but has access to Emails, Campaigns etc. 

    Sales Manager -> Access to Reporting + additional configurations. 

    Sales -> Access to Reporting and conversions. 

     

     You can read more here - https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_implementation_guide.pdf

    You can see the specifics for each Role by going to Account Engagement -> Account Engagement Settings -> User Management -> Roles 

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