# Lead retrieval

> Let sponsor and exhibitor booth staff scan attendee badges in the event app, then see and export the leads they collect.

Source: https://help.highbar.ai/docs/run-your-event/lead-retrieval
Audience: event organizers, working in the Highbar dashboard

Lead retrieval lets booth staff scan attendees' badges with their phone in the event app. Each scan saves the attendee as a lead, which staff can rate and add notes to. You see every company's leads in one place and can export them for your sponsors.

You'll find **Lead retrieval** in the event sidebar after launch, in the **Event app** group. Each company in your [Sponsors sections](https://help.highbar.ai/docs/event-app/content/sponsors) appears there automatically.

## Turn it on

The first time you open the page, click **Activate**.

![The Lead Retrieval page before activation: Sponsors scan badges, capture leads, and export contacts directly in your event app, with an Activate button, beside a preview of rating a lead Hot, Warm or Cold.](https://help.highbar.ai/images/run-your-event/lead-activate.webp)

The page then shows **Active** next to the title, with your sponsor companies listed below.

![The Lead retrieval page marked Active, with Lead scans, Lead quality and Leaderboard at the top, the Settings button at the top right, and the companies ACME, Dunder Mifflin and Highbar listed below.](https://help.highbar.ai/images/run-your-event/lead-overview.webp)

To turn it off, click **Settings**, then **Turn lead retrieval off**, and **Save**. The badge changes to **Inactive**. Turning it off stops all new scans. Leads already collected stay available to you and to the staff who scanned them.

![The Settings drawer, with Availability marked Lead retrieval is live, a note that scanning stops but collected leads stay, and the Turn lead retrieval off button.](https://help.highbar.ai/images/run-your-event/lead-settings.webp)

## Add booth staff to a company

<Steps>
<Step>
On the Lead retrieval page, click the company in the list.
</Step>
<Step>
On the **Staff** tab, click **Add staff**.

![A company's page on the Staff tab, with No staff members added and Add staff buttons, and the company's card, Lead scans and Lead quality on the right.](https://help.highbar.ai/images/run-your-event/lead-company-staff.webp)
</Step>
<Step>
Under **Attendee**, search for the person by name or email and pick them. If they aren't on your attendee list yet, choose **Add new attendee**.
</Step>
<Step>
Click **Add staff**. The person gets scanning access and is linked to the company, and anyone who didn't have access before gets an email, "You're ready to scan leads at" your event, with a link to the app and three steps: create their account (and add the app to their home screen), scan leads, and export them.

![The Add staff member drawer with an attendee chosen under Attendee, a note that they'll get lead retrieval access and be linked to this company, and the Add staff button.](https://help.highbar.ai/images/run-your-event/lead-add-staff.webp)
</Step>
</Steps>

Each staff member belongs to one company. Moving someone to another company moves their earlier leads with them.

### Give scanning access with a tag

You can also give scanning access from the [Access](https://help.highbar.ai/docs/event-app/access) page, which is quicker for many people at once:

- Add the **Lead retrieval: staff member** tag to people, one at a time or in bulk.
- Or turn on **Scan leads as booth staff** for one of your own tags (such as "Booth staff") under **Access settings** > **Manage tags**. Everyone with that tag can scan.

People given access this way aren't linked to a company. A banner on the Lead retrieval page says how many staff are **not assigned to a company**. Click **View** to see them under **Independent Users**, or **Add to company** to link them. Until they're linked, their leads don't count towards any company.

## What booth staff do

Booth staff sign in to the event app as usual. Send them [Scan leads at your booth](https://help.highbar.ai/docs/sponsors-and-speakers/scan-leads-at-your-booth) for step-by-step instructions. Once they have access:

1. They tap the floating button and choose **Scan**, then point the camera at an attendee's badge or in-app QR code. Badges printed by another system work too, if you've [set up badge codes](https://help.highbar.ai/docs/event-app/access).
2. They tap **Save lead**, then rate the lead **Cold**, **Warm** or **Hot** and add notes if they like.
3. If a badge won't scan, **Add lead manually** lets them type the person's details.

If [gamification](https://help.highbar.ai/docs/run-your-event/community/gamification#who-scans-what) is on with **Lead scans**, each scan also earns the attendee points. Attendees don't need lead retrieval to scan the game's QR codes themselves.

Scanning works without a connection, and saves once the phone is back online. Staff find their leads under **Community** > **Saved** > **Leads**, grouped by rating, and can email themselves a CSV of their own leads from there.

## See and export leads

The Lead retrieval page shows:

- **Lead scans**: the total number of leads, and how many came in during the 24 hours before the latest scan.
- **Lead quality**: the share of leads rated **Hot**, **Warm**, **Cold** or **Not rated**.
- **Leaderboard**: the five companies with the most leads.
- A list of every company with its **Members**, **Leads**, typical **Lead quality** and **Scanning trend**.

![The Lead retrieval page with data: 1 lead under Lead scans, Lead quality 100% Hot, Highbar first on the Leaderboard, and the Highbar row in the company list showing 1 lead rated Hot, a staff member and a scanning trend.](https://help.highbar.ai/images/run-your-event/lead-overview-data.webp)

Click a company to see its **Staff** and **Leads**. On **Leads**, switch between **General** (one row per person scanned, with every rating they got) and **By member** (leads grouped by who scanned them).

To export, click **Export leads** on a company's **Leads** tab, or choose **Download leads** from a company's or staff member's menu. The CSV has each lead's name, email, phone, company, position, the staff member's note and rating. Notes appear only in the export, not on the page.

![A company's Leads tab with one lead rated Hot, who scanned it and when, the General view selected, and an arrow pointing to Export leads. The company's Lead scans and Lead quality are on the right.](https://help.highbar.ai/images/run-your-event/lead-company-leads.webp)

To see how attendees engaged with each sponsor beyond scans, such as profile views and button clicks, and to send sponsors a report, see [Sponsor performance](https://help.highbar.ai/docs/analytics/sponsor-performance).

<Callout type="info">
In the company list and on the **Staff** tab, each scan counts as a lead, so scanning the same person twice counts twice. The **Leads** tab shows each person once.
</Callout>

