This article explains where to find captured leads, how to edit them and how to assign a lead to another person.
LEADS IN THE AIRLST SUITE
Under ScanMyLead > Leads, you can see all the leads for your event. Each row represents a guest, not an individual scan. If a guest was captured multiple times, the Entries column shows the number.
| Column | Content |
|---|---|
| Participant | Name and role of the guest |
| Booking code | The guest's personal code |
| Company | Guest's company |
| Entries | Number of captures and who created them |
| Highest temperature | The best qualification, for example Hot or Quick |
| First contact | Time of the first capture |
Filter the list using All, Hot and From session or using the Exhibitor filter. Use the search field to find leads by name, company, email or booking code.
LEADS IN THE APP
In the app, you can find leads in the My leads section. Administrators also see All leads and All guests with all guests at the event and their captures. Here too, you can filter by Hot, Today, Session lead and Exhibitor.
Tap a lead to open the detail view. There you can see:
- the guest's contact details
- who captured the lead and when
- all answers from the lead form and the score
- under Further encounters, all other captures of the same guest
EDIT A LEAD
- Open the lead in the app.
- Tap Edit.
- Change or add information in the lead form.
Entries in the form are saved automatically. This means you can still qualify a quick scan later.
REASSIGN A LEAD
Administrators can edit any entry and assign it to another person.
- In the app, open All leads and tap the guest.
- For the desired entry, tap Reassign owner.
- Choose whether to assign the lead to an Exhibitor employee, an Admin PWA user or a Session.
- Search for the person or session and tap Save assignment.
DO YOU HAVE QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.