Scan leads at your booth
Scan attendees' badges with your phone in the event app, rate and note each lead, and email yourself your leads.
If the organizer has turned on lead retrieval, booth staff can scan attendees' badges with their phone in the event app. Each scan saves the attendee as a lead, with their contact details, your rating and your notes.
Get access
The organizer gives you scanning access. When they do, you get an email, "You're ready to scan leads at" the event, with a link to the app.
Log in to the event app with the email address the organizer used. See Logging in. If you can't scan after logging in, ask the organizer to check you have lead retrieval access.
Scan a lead
Tap the round button in the bottom-right corner of the app, then Scan.
Point your camera at the attendee's badge, or at the QR code in their event app.
The attendee's name appears. Tap Save lead.
Under Lead captured, rate the lead Cold, Warm or Hot, add notes about your conversation if you like, and tap Save note. You can change both later.
"Already scanned" means this person is already one of your leads. If a badge won't scan, tap Add lead manually and type their details: First name and Last name are required, everything else is optional.
Scanning works without a connection. Leads are saved on your phone and sent once you're back online.
See and export your leads
Your leads are in the app under Community > Saved, in the Leads section. To see only your leads, tap the filter icon and choose Leads. The top of the list counts your leads by rating (Hot, Warm, Cold and Unrated), and the leads are grouped the same way. Tap a lead to see their profile, or to change your rating and notes.
To get your leads as a spreadsheet:
Tap the export button at the top of Saved, next to the filter icon.
Under Send to, enter one or more email addresses, then tap Send.
Each address receives a CSV file of your leads. You need a connection to export.
The organizer can also see and export every lead your company collects.