Bryant Chang

Do you allow your sales reps to claim event leads?

Discussion created by Bryant Chang on Dec 13, 2019
Latest reply on Jan 9, 2020 by Bryant Chang

Do you allow Sales Reps to "claim" event leads that they speak to at events?


I've seen different orgs allow or not allow this...

I see the value for sales to be able to do this, but feels this creates the opportunity for a process/ops nightmare. Especially as your sales org grows.


If your org does allow reps to claim event leads, how have you built this process?

Do you use routing/matching tools like LeanData to support this?

Did you run into other things like, deciding how many they can claim?

Or if you do not not allow, how did you explain to sales or create other incentives for them to support?