Add Communicate marketing priority level (#26547)

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Sam Pfluger 2025-02-21 18:53:37 -06:00 committed by GitHub
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@ -25,6 +25,16 @@ This handbook page details processes specific to working [with](#contact-us) and
The Sales department is directly responsible for attaining the revenue goals of Fleet and helping to deliver upon our customers' objectives.
### Communicate marketing priority level
All GTM stakeholders are responsible for communicating when a new or existing prospect is actively intriged. AEs, ADRs, and operations team members use multiple tools and [CRM reports](https://fleetdm.lightning.force.com/lightning/o/Report/home?queryScope=mru) to collect this data. Once you've identified an account as active, use the following steps to add an account to the "[🆘 Marketing priority list](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000002MuC52AK/view?queryScope=userFolders)":
1. Find the account in Salesforce.
2. Click the "🕹️ GTM actions" tab.
3. Set the account's "Marketing stage" to indicate the desired next step to move this account forward.
4. Set the account's "Marketing priority level" to indicate how time-sensitive the next step is.
5. Add any necessary context to the "Marketing priority context" field to help guide the ADR as they review the account (e.g. "Research for MDM expansion").
### Set up a Fleet trial
You can set up a Fleet Managed Cloud environment for a prospect with >300 hosts, or you can help them generate a trial license key to configure on their own self-managed Fleet server.