Portfolio demonstration with synthetic data

Running a CRM intake holding pen

A fictional event batch contains one verified new contact, one ambiguous account match, and one contact already in the CRM. Each needs a different disposition.

My role

I helped plan how to hold and review unqualified marketing leads. In separate projects, I enriched event contacts and prepared CRM imports. This fictional example brings those two workflows together.

From intake to CRM import

Stage the batch
Match accounts and contacts
Review held records
Prepare inserts and updates

Intake review

Confirm the account match for I-02 after checking its registration domain

Staged records and proposed CRM actions
Record	Evidence	Disposition	Reviewer note

The intake reviewer owns the held row. The candidate accounts share a display name, so the reviewer checks the fictional registration domain before selecting the account. The existing contact goes through the update path using its CRM ID.

This demo prepares a proposed load. The checkbox simulates a documented decision for one row.