Occasions
Occasions help your team remember where a contact came from. Whether it was an exhibition, conference, roadshow, or campaign, the lead keeps that context from capture to follow-up.
Simple workflow
Create the occasion
Set up the exhibition, campaign, or event your team is working on.
Attach leads as you capture them
Keep every new contact tied to the right event context from the start.
Review the full list later
See everyone your team met and decide who deserves the fastest follow-up.
Why teams use occasions
Stay organized
Keep leads from the same event together instead of hunting through the CRM.
Add scoring context
Event context helps explain why a lead may be warmer or more relevant.
Follow up in groups
Build outreach lists based on who your team met at the same place.