Leads are the people your booth team captured at the event. Exhibitors and sponsors with lead retrieval access can view every lead in the portal, add qualification details and a lead score, and export leads as a CSV file or by email.
Leads are captured in the Eventify mobile app, by scanning badges and business cards or entering them by hand. They show up here once they reach your lead list.
The My Leads page opens. The count line shows how many leads you have, for example "24 Leads".
#image# My Leads page showing the score tabs, lead cards, and the Leads by Priority chart on the right
Each lead card shows the person's name, company and score badge, plus any notes under Notes. A green check with the tooltip "Lead has been added to your collection." means the lead has already been qualified.
The panel on the right shows two charts: Leads by Priority (how many leads have each score) and Lead Sources (QR or Business Card).
#image# Filter panel open, showing the Team Members list with lead counts and the Booth / V-card option
#image# Lead details panel with Contact Information on the left and the Lead Information form on the right
Fields marked as mandatory must be filled in before you submit. If one is empty you'll see "Please fill all mandatory fields!". Once saved, you'll see "Updated successfully" and the list refreshes. Click Close to leave without saving.
The questions in Lead Information come from your company's lead form, or the event's default form if you haven't made your own. See How Exhibitors and Sponsors Can Customize Their Lead Retrieval Form.
If the email export fails, you'll see "We are unable to export the list currently. Please try later". The export buttons are greyed out when there are no leads to export.
Click MY QR to see your QR codes. There's a tab for your Attendee QR code, plus one for each company profile you're linked to, such as Exhibitor or Sponsor. The exhibitor QR code lets others connect with your exhibitor profile. Click the download icon to save a code as an image.
The Eventify app shows the same leads and uses the same lead form. It's also where your team captures them.
#image# App: Leads list with the All, score, Others and Offline tabs
To capture leads, see How Exhibitors and Sponsors Can Scan Leads in the Mobile App. For qualifying, voice notes, offline sync and export in the app, see How Exhibitors and Sponsors Can Qualify, Sync and Export Leads in the Mobile App.
The page says "You have no leads yet! Start adding leads by scanning their QR."
Your team hasn't captured any leads yet. Scan badges in the Eventify mobile app and they'll appear here. See How Exhibitors and Sponsors Can Scan Leads in the Mobile App.
Can I add a lead by hand?
Yes, in the Eventify mobile app. Open Lead Retrieval and tap Enter lead information. The portal doesn't have an option to add leads, so you view, qualify and export them here.
Where do I see attendees who showed interest in my booth?
Under Leads, Interested In You. See How Exhibitors and Sponsors Can Follow Up with Interested Attendees.
Can I export my leads to a spreadsheet?
Yes. Click Export, then Download to save the list as a CSV file, or Send Email to have it emailed to you.
What do Hot, Warm and Cold mean on my leads?
They're lead scores from your lead form. Your team picks a score when qualifying a lead, and the tabs let you see leads by score.
Why are the export buttons greyed out?
There are no leads to export yet.
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.
