One of the most common questions I get asked as a Pardot Consultant is: ‘Why didn’t this happen’. This can be anything from ‘Why didn’t this prospect sync into that Salesforce campaign’ to ‘Why didn’t this task get created’. In most cases I respond with the question ‘Did you assign that prospect?!’.
In my experience, forgetting about assignments is the most common cause of CRM discrepancies. Today, we’ll look at the most common scenarios where, when prospects don’t get assigned, problems arise.