Purpose

The purpose of these event attribute definitions is to establish clear and consistent terms for categorizing and managing events in Ungerboeck system. These definitions ensure a shared understanding of how events are sourced, assigned, and classified across the organization.

Scope

This policy applies to all events recorded in Ungerboeck, regardless of their origin, assigned team, or focus. The terms defined below encompass the key aspects of event tracking, including their lead sources, responsible business divisions, general categories, and specific focuses.

Event Attribute Definitions

Event Lead Source

• Describes how the event opportunity originated.
  • Example: A lead source of "Client Referral" means a current or previous client referred this event to us.

Category

• Defines who within the organization is primarily responsible for managing or fulfilling the event.
• Specifies the internal group or team assigned to the event, determining ownership and accountability.
  • Example: An event under the "Campus" category will be managed by the Campus team.

Class

• Describes the high level industry this event falls into

Here are some additional definitions:

Meetings & Conventions: