Processing inquiries/leads from my last event
In order to get new leads imported please follow these steps:
- Are these leads going to be called, or is the intent to have them in an engagement email campaign?
- This will determine if these will be entered as “Pre-leads” or as “Inquired” leads.
- Please clean up/update the records according to the criteria below (add additional missing data in separate columns on the sheet):
- Put all data in one spreadsheet
- Move Email to Column 1
- Delete extra columns (i.e. Highest level of Education – this does not have a field in SF)
- Assign to Biz Dev Owner, if applicable
- Identify whether to assign lead to User, Group, Queue, or Salesforce active assignment rule
- Lead Source
- Channel Source
- Source Detail
- Session/Session Year (if applicable)
- Normalize State information (update states to two-letter abbreviations)
- Normalize Country information (update USA to United States)