Utilizing the Lead Retrieval Dashboard in the Exhibitor Portal
As an event admin or an Exhibitor Manager, submitted Lead Retrieval information can be obtained from your Event Dashboard or Exhibitor Portal, respectively.
Accessing Lead Retrieval from the Exhibitor Portal
Anyone who is a manager associated with the Exhibitor Profile will be able to access the Exhibitor Portal. Simply navigate to the Lead Retrieval page of the Exhibitor Portal to access all of the attendees your team has captured. All information for leads, including personal information such as email address, will be shown on the Lead Retrieval page. You will also be able to see any notes taken by the scanner.
Quick Tip - Event Administrators can send the Exhibitor Portal link to Exhibitors from the Event Dashboard. To do this, navigate to Exhibitors > Exhibitors, select your Exhibitor(s), then select Actions > Send Welcome Email
The Lead Retrieval Dashboard will display all captured leads along with the manager or staff member who scanned them.
There are four tables in the dashboard:
Top 5 Lead Owners
The Top 5 Lead Owners table displays the 5 managers or staff members who scanned the most leads. Leads entered by the attendee will not count towards this table. Select View All to display all managers and the number of leads they have captured.
Lead Rating
The Lead Rating table will display all managers and staff members who have scanned a lead. Managers and staff members who have not scanned a lead will not show up in this table. A maximum of 5 managers and staff will be displayed; select View All to display all managers and staff.
Leads Over Time
The Leads Over Time table displays all leads captured throughout the duration of the event as a line graph. Only the days where leads were scanned will be displayed on this table. Selecting any of the ratings at the top of the table will filter the results to leads with that rating.
List of Leads
The List of Leads table covers all leads captured. At the top of the table, there is a search bar to look up specific leads. There are also two filter options to sort by individual ratings and owners. Selecting View All will display all leads and allow managers to export them as a CSV file. Finally, selecting More Details will open up a complete list of information captured by the lead. For more information, please review the Downloading Lead Retrieval Results section of this article.
Using Date Ranges
Date ranges can be used to filter scans by specific dates in the top right corner of the screen.
- From the Exhibitor Portal, navigate to the Lead Retrieval tab
- On the top right corner of the dashboard, select the state date
- Select the end date
Select the Refresh button
The Lead Retrieval Dashboard will now display updated information based on the parameters you have set.
Downloading Lead Retrieval Results
All submitted leads can be exported from the Exhibitor Portal.
- From the Exhibitor Portal, navigate to the Lead Retrieval tab
Next to the List of Leads table, select View All
- Above the Lead Retrieval Results table, select Click on Actions > Download CSV
- You may also select Update Rating to manually adjust the rating of the captured lead.
Types of Lead Retrieval Data Collected
While viewing Lead Retrieval Results within the List of Leads table, exhibitors can select More Details to view a complete list of information captured from the lead. The information that will appear is listed below.
Name |
The full name of the lead |
Title |
The title of the lead |
Organization |
The organization of the lead |
The email address of the lead | |
Phone |
The phone number associated with the lead |
Website |
The personal website that is linked to the lead |
A link to the attendee's LinkedIn account. | |
X (Formerly Known as Twitter) |
A link to the attendee's X account. |
Address line 1 |
The first line of address associated with the lead |
Address line 2 |
The second line of address associated with the lead |
City |
The city associated with the lead |
State |
The state associated with the lead |
Zip |
The zip code associated with the lead |
Country |
The country associated with the lead |
Captured by Manager |
The exhibitor booth's manager who captured the lead |
Rating Budget |
The Rating Budget that he exhibitor manager assigned to the lead |
Rating Authority |
The Rating Authority that the exhibitor manager assigned to the lead |
Rating Need |
The Rating Need the exhibitor manager assigned to the lead |