We have an established protocol for how Harneys-sponsored events appear in Sugar. The purpose of this is to ensure that events are reflected in a consistent way and to cut down on unnecessary administrative work on the part of lawyers.
|1.||Event manager prepares final list of attendees in Excel|
|2.||Any new contacts are added to Sugar by the event manager|
|3.||Event manager provides CRM Administrator with the list for creation of the custom event log in Act-On. The purpose of this is to give the contacts lead score points on the basis of the event. The custom event log does not create contact records -- that must be done first by the event / BD manager.|
|4.||If a thank-you email is being sent the list is also used to facilitate this process|
|5.||Event manager writes overall description of event as a BD Activity in Sugar. Any contacts who attended are added to the BD Activity as attendees.|
|6.||Other Harneys attendees can be encouraged to record individual conversations of note as stand-alone BD Activities under the appropriate contact or organisation record.|