Mobile app only: this feature is available in the Eventify mobile app. It isn't available in the web portal.
In the Eventify app you can qualify leads on the spot after each scan: score the lead, answer your lead form questions and record a voice note. This article also covers syncing leads you captured offline and exporting the list.
#image# App: Leads list with the All, score, Others and Offline tabs, the Search box and the lead count
The tabs along the top sort your leads:
Type in Search to find someone by name. A green tick on a row means the lead has been qualified.
To see one colleague's leads, tap the filter button at the top and pick their name under Team Members, or All for everyone. Other filters has Booth / V-card. You can also tap a name in the Captured By table on the Dashboard.
The Scan Result screen opens straight after a scan. To qualify a lead later, tap it in Leads.
#image# App: Scan Result screen with the lead score options and the QUALIFY LEADS questions
You see "Updated successfully". The questions come from the lead form your company set up in the portal, or the event's default form if you haven't made one. The form can't be edited in the app. See How Exhibitors and Sponsors Can Customize Their Lead Retrieval Form.
If your lead form includes a voice note question, you can record a short spoken note instead of typing.
Voice note questions only show while your phone has internet. For a lead captured offline, sync it first, then open it again to add the voice note.
Leads can't be deleted in the app once they're saved to your list. The only exception is an offline lead that fails to sync (see below).
Leads you capture without internet wait in the Offline tab. Each row shows the person's name, or "Offline Lead" for a QR scan, and "Scanned at" with the date and time. Offline leads don't sync by themselves.
#image# App: Offline tab with two offline leads, a sync button on each row and Sync All at the bottom
Synced leads move to your main list, where the whole booth team sees them. If your phone is still offline, you see "Internet connection hasn't been restored yet."
A row that fails to sync shows a warning icon. Tap it to see "Sync failed" and "There may be an issue with the QR code or it could be invalid." Tap Try Again to retry, or Delete to remove the offline lead.
Logging out of the Eventify app or switching to another event deletes every lead still in the Offline tab, and they can't be recovered. Tap Sync All and check the tab is empty before you log out or switch events.
If the export fails, you see "We are unable to export the list currently. Please try later". Exporting needs internet, and leads in the Offline tab aren't included until they're synced.
Do I have to qualify a lead right after scanning it?
No. The lead is saved as soon as it's scanned. Qualify it when you have a moment, in the app or in the portal.
Does my team see the leads I capture?
Yes, once they're synced. Everyone linked to your company shares one lead list, and the Captured By table shows each person's count.
Can I qualify and export leads in the portal instead?
Yes. The portal shows the same leads, with the same lead form. See How Exhibitors and Sponsors Can View, Qualify and Export Leads.
How do I rate a lead as hot, warm or cold?
Open the lead's Scan Result screen, pick the lead score and tap Done. The scores come from your lead form.
Why aren't my offline leads in the export?
Leads in the Offline tab aren't included until they're synced. Connect to the internet and tap Sync All first.
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.
