Lead Manager User Guide

1.   The key contact for your company can log into the Exhibitor Hub and get the access credentials through the Lead Manager App tile.

a. They will receive an email with those details before the show.

2.   Download the Lead Manager App.

3.   Log in using the credentials from the email. Logins can be used across multiple devices - please share with your booth staff!

4.    Add Custom Questions

a. Add questions to capture visitor interests, product feedback and other details that help qualify leads.

b. Add questions in the app or Exhibitor Dashboard. Questions cannot be edited or deleted once the show starts, but new ones can be added.

1.   Tap to scan the QR code on the attendee’s badge.

2.   Add notes about your new leads to help you remember details from your conversation.

3.   Download consolidated lead reports at any time from the Lead Manager App tile in the Exhibitor Hub (Please note, only the key contact will be able to access the report).

4.   Set Up Your Business Card

a. Log in -> Scan your badge -> Choose your card

i.  Personal Card:

1. Name • Job Title • Email • Phone

ii. Company Card:

1. Company Email • Phone

b. Your selected information is only shared with leads you scan.

1.   Access your consolidated lead report.

2.   View, sort, and download leads directly into your CRM.

3.   Follow up with your leads within one week to increase ROI and keep the conversation.