How would you design the marketing-to-sales handoff in Account Engagement?
Suggested answer
I want a definition both teams have signed off on, and automation that enforces it consistently.
Definition: an explicit MQL threshold on grade and score, plus any hard qualifiers or disqualifiers (competitors, students, unsupported regions). Written down, with a review cadence.
Mechanics: an automation rule that fires when the threshold is met, assigns the prospect (round robin to a user group, or via the Salesforce assignment rule if territory logic lives there), stamps a lifecycle field, and notifies the assigned user. Assignment also makes the prospect eligible to sync, so the rep sees it in Salesforce.
Feedback loop: this is the part most implementations skip. Sales must record a disposition — accepted, rejected, and why. Those dispositions flow back into Account Engagement so I can measure MQL-to-accepted rate and retune the model. Without it you are guessing.
I also define recycling: a rejected prospect should not vanish, it should return to an appropriate nurture and become eligible again later.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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