The Leads section helps you keep track of people who have interacted with your company or team during the event.
These could be participants who viewed your profile, showed interest, connected, or booked a meeting. The goal is to make it easy to follow up with the most promising contacts—before, during, and after the event.
Leads are part of the Teams functionality, on web you have access to Teams section, on mobile you can view lead scores, add notes, and update qualification details on both web and mobile.
For more detailed information about the My Team portal, click here.
In this article, we'll delve into the following:
- Where to find your leads
- What makes someone a lead?
- How leads are organised on web
- Viewing and managing leads on web
- Adding lead notes and scores
- FAQs
Where to find your leads
Important: The My Team section and full leads table view are only available on the web platform.
But you can view lead scores, add notes, and update qualification details on both web and mobile (iOS and Android).
On web (full functionality)
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Access the full leads list
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Use filters and sorting tools
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Add lead scores, notes, and qualification details
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Manage team-wide visibility and actions
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Navigate to My Team > Leads to get started
On mobile (iOS and Android)
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Open any participant’s profile
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Add lead scores, notes, and qualification details
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Perfect for capturing info on the go during the event
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Helps you record lead insights right after a conversation or meeting
Tip: Use the web version for detailed review and export. Use the mobile app to take quick action during the event.
What makes someone a lead?
A person becomes a lead if they engage with your company or team in specific ways.
Here are the most common types of lead activity:
Profile views
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viewed a team member’s profile
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viewed your company or product page
Expressed interest
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clicked “Interested” on a team member, company, or product
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manually marked by your team as a good fit
Connections
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sent or accepted a connection request with your team or company
Meetings
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sent or accepted a meeting request
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booked a meeting with your company or products
Event engagement
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attended a sponsored session
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watched a session you sponsored
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scanned into a sponsored area
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clicked a custom profile or product link
Leads vs. contacts
Not all leads become contacts. A contact is someone your team has made a confirmed connection with—through:
- a badge scan
- mutual interest
- an accepted meeting
You can score a lead or leave a note even before they become a contact.
How leads are organised on web
In the My Team > Leads section on web, your leads are grouped into three lists:
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To Review: This list includes leads on which no action has been taken.
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Reviewed: Leads where you've taken some action—like marked as interested, skipped, or requested a meeting.
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Total Leads: This section encompasses all leads, sorted alphabetically.
To switch between these lists, click on the corresponding boxes above the list. These boxes also show the current count of leads for each category. Note that leads move to the Reviewed list only after an action is taken.
Pro Tip: If you accidentally skip a lead or change your mind, you can "Unskip" it. This action moves the lead back to the To Review list, allowing you to show interest again.
Keep in mind that the numbers in the To Review and Reviewed lists will vary depending on the actions taken by each team member. For instance, if Team Member X has taken action on certain leads, their To Review and Reviewed counts will differ from those of Team Member Y, who may not have acted on the same leads yet.
Leads will remain in the To Review status for each team member until one of the following actions is taken: Interest, Skip, or Request Meeting.
Note: Every team member will see the same total list of leads, but the To review and Reviewed lists will be different depending on the actions they’ve personally taken.
Viewing and managing leads on web
If you're using the web platform, you can switch to an interactive table view by clicking the icon with nine dots.
This lets you:
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filter and sort leads
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customise how your leads are displayed
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focus on high-value opportunities
Adding lead notes and scores
You can add notes and scores to any participant's profile—whether they’re already a contact or not.
This helps your team share information and prepare for follow-up during or after the event.
Addind lead notes and scores are available via web and mobile.
What you can do
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Score leads using star ratings
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Leave notes to capture key details
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Tag teammates using
@nameto notify them -
Create custom lead qualification questions in My Team > Settings
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Questions can be single choice, multiple choice, or open text
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Where to view and add notes
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On a participant’s profile page, tap or click View lead notes
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In the Leads section, click View lead notes for each lead
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In the Contacts tab on web, click the cog icon next to a contact, then View lead notes
To score a lead
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Open the participant’s profile
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Go to the Qualification section
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Click View lead notes
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Add a star rating, comments, and tag teammates if needed
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Use the History tab to view updates from your team
FAQs
Q: Do all team members have the same number of leads?
A: Yes, all team members receive the same number of leads based on the criteria mentioned earlier. However, the numbers in the 'To Review' and 'Reviewed' lists may vary depending on individual actions.
Q: Do my team colleagues count as leads?
A: No, team colleagues don't count as leads.
Q: Can I export lead notes?
A: Yes, lead notes will be included when exporting contacts.
Q: If a company profile gets viewed/interested before the team is created by a representative logging in, will this be found in leads when the representative does log in and generate the team?
- Views will not be visible
- Interests will not be visible
- Meetings will be visible
- Badge Scans will be visible