Retroactive Lead & Contact Generation for Teams

Lead generation logic has been improved to retroactively evaluate relevant user interactions (E.g. session-attendance) that occurred before the team was created. This ensures more complete lead data even when user engagement happens prior to team setup.

Why it matters:

This is especially useful for teams created later in the event lifecycle, helping exhibitors and sponsors get a complete and accurate view of engagement, without missing potential leads simply due to timing.

What’s included:

When a team is created (a relationship of a participant and a company), Grip will retroactively check attendee interactions and apply lead/contact status if any of the following actions occurred before the team existed:

Will count as a Lead if the attendee previously:

• Showed interest in a team member, company or product
• Requested a meeting with a team member
• Joined session (added to schedule) or were scanned into a session sponsored by the team’s company

Will count as a Contact if the attendee previously:

• Scanned a badge
• Had mutual interest
• Accepted a meeting

Impact:

✅ Ensures exhibitors don’t lose valuable lead data

✅ Reduces manual reconciliation work post-event

✅ Provides a more accurate reflection of attendee engagement

Status: Coming soon to Grip Web & Mobile.