Understanding and managing your leads

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)

Access the full leads list
Use filters and sorting tools
Add lead scores, notes, and qualification details
Manage team-wide visibility and actions
Navigate to My Team > Leads to get started

On mobile (iOS and Android)

Open any participant’s profile
Add lead scores, notes, and qualification details
Perfect for capturing info on the go during the event
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

viewed a team member’s profile
viewed your company or product page

Expressed interest

clicked “Interested” on a team member, company, or product
manually marked by your team as a good fit

Connections

sent or accepted a connection request with your team or company

Meetings

sent or accepted a meeting request
booked a meeting with your company or products

Event engagement

attended a sponsored session
watched a session you sponsored
scanned into a sponsored area
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:

To Review: This list includes leads on which no action has been taken.
Reviewed: Leads where you've taken some action—like marked as interested, skipped, or requested a meeting.
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:

filter and sort leads
customise how your leads are displayed
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

Score leads using star ratings
Leave notes to capture key details
Tag teammates using @name to notify them
Create custom lead qualification questions in My Team > Settings
- Questions can be single choice, multiple choice, or open text

Where to view and add notes

On a participant’s profile page, tap or click View lead notes
In the Leads section, click View lead notes for each lead
In the Contacts tab on web, click the cog icon next to a contact, then View lead notes

To score a lead

Open the participant’s profile
Go to the Qualification section
Click View lead notes
Add a star rating, comments, and tag teammates if needed
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