EVENT CONTACT CLEANUP AND CRM HANDOFF WORKSHEET
An original ExpoSnap manual planning aid: https://www.exposnap.app/blog/trade-show-lead-data-cleanup-checklist
Not an automatic app export or CRM field specification.

EVENT / DATE:
SOURCE FILE / WORKING COPY VERSION:
REVIEWER:
CRM ADMINISTRATOR / APPROVAL:

RECORD REVIEW
[ ] Preserve the original capture and use a restricted working copy.
[ ] Compare name, company, role, email, phone, and website with the source.
[ ] Do not guess unreadable fields; record uncertainty.
[ ] Check existing CRM records using approved identifiers.
[ ] Do not merge on name, company domain, or shared phone number alone.
[ ] Preserve useful notes from repeated meetings without inventing intent.

HANDOFF RECORD (suggested manual fields)
Contact / company:
Source row reference:
Event / conversation date:
What the person said they needed:
Requested material / contact channel:
Agreed next action / timing:
Responsible owner:
Existing CRM identifier (if confirmed):
Decision: new / review existing / hold for clarification
Uncertain fields:
Recorded communication preferences:
Reviewed by / date:

IMPORT CHECK
[ ] Confirm destination object, required fields, and update permissions.
[ ] Document column mapping and create-versus-update rules.
[ ] Confirm CRM backup and recovery arrangements before a bulk update.
[ ] Test representative records; inspect the actual result.
[ ] Reconcile processed rows, updates, rejected rows, and records on hold.
[ ] Assign next-action owners and review unresolved items.
[ ] Handle temporary files under the organization's retention policy.

A scan is not qualification or blanket marketing permission.