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Automating Prospect Assignments

Account Engagement offers tools to automate prospect assignment based on a prospect’s information and actions.

Automation Rules

An automation rule assigns your prospects based on complex criteria. The rule only assigns prospects who aren't assigned at the time they match the rule’ s criteria.

Example
Example A prospect has a score of at least 100, has VP or Vice in the job title, and resides in Georgia, Tennessee, or Alabama. Based on matching criteria, the prospect is assigned to the Southeast regional sales representative.
Example
Example A prospect has a score of at least 100 and a grade higher than a B, and has downloaded one of three white papers. Based on matching this criteria, the prospect is assigned to the Inside Sales group.

Completion Actions

A completion action assigns prospects based on a successful form submission, specific page view, file download, or a custom redirect click. Completion actions don’t reassign prospects who already have an owner.

To assign based on a combination of criteria (for example, a mix of form submissions and custom redirect clicks), use an automation rule instead.

Example
Example A prospect submits a form to request a free trial. Based on this interest, the prospect is immediately assigned to a sales group.

Engagement Program Actions

An engagement program action assigns prospects based on how they respond to your program.

Example
Example

A prospect in a 30-day nurturing program clicks a link to request a trial. Use an assign to user step to assign the prospect to a sales rep.

See Also