Conference/Event Leads
Anyone have good advice for building a repeatable process to streamline handling CSVs from marketing or a sales rep after a conference by building a repeatable process/template? We typically segment leads into three buckets:
Students & Freelancers → assigned to Marketing, no enrichment needed
Target Account companies/leads → assigned to the owner in the CRM (lookup by domain and company name)
Everything else → enrich first, then assign to the BDR team — push to CRM if annual revenue is above $10M
We usually have at least company, name, email, and any other info filled out at the event. Is it possible to build a template with specific fields to make this consistent?
