The lead retrieval form is the set of questions your team answers when qualifying a lead, such as the lead score, notes and anything else you want to record. You can build your own version of the form in the portal.
The page shows a Form Preview of your current form. If you haven't customised it yet, this is the event's default form.
#image# Lead Form page showing the Form Preview card and the Edit Form button
Click Edit Form. The builder opens full screen, with the fields you can add on the left, your form in the middle, and the field settings on the right.
The top bar has:
#image# Form builder with the Add Field sidebar on the left, the form canvas in the middle and the Update Field Settings panel on the right
To delete a field, select it and click its trash icon. The lead score field can't be deleted, and its Variable can't be changed.
Click Save in the top bar. It shows "Saving..." and then "Form saved successfully!".
The first time you save, the portal keeps your version as your company's own form. The event's default form stays as it was for everyone else. From then on, your team sees your form when qualifying leads in the Lead details panel.
You can't build or edit the lead form in the Eventify app. Make your changes here in the portal, in a browser on your phone or computer.
Once you save the form, your team sees it on the Scan Result screen in the app, after each scan and whenever they open a lead. Mandatory fields are marked with a red *. Voice Note fields let your team record up to 15 seconds of audio, and they only show while the phone has internet.
See How Exhibitors and Sponsors Can Qualify, Sync and Export Leads in the Mobile App.
Will changing our lead form affect other exhibitors?
No. The first time you save, the portal keeps your version as your company's own form. The event's default form stays as it was for everyone else.
Can I add a voice note question to the lead form?
Yes. Add a Voice Note field. In the app, your team can record up to 15 seconds of audio, and the field only shows while the phone has internet.
How do I leave a question out of my lead export?
Select the field, untick Exportable in scanned lead data and click Save in the panel. Then click Save in the top bar.
Don't see this? Your organiser decides which features are switched on for your event and who can use them. See Why Attendees Can't See a Feature in the Event Portal.
