Understanding and managing your leads

For company representatives using the event platform.

If you're attending the event as a company representative, the platform gives you tools to track and manage leads—these are event participants who interact with your company or team in some way. You’ll use the web version for full control and the mobile app for quick updates while at the event.

This guide explains what leads are, where to find them, and how to manage them—whether you're at your desk or on the go.

For more detailed information about the My Team, click here.

• What is a lead?
• Where to find your leads?
• How leads are organised (web only)?
• How to add notes and scores (web and mobile)?
• FAQs

What is a lead?

A lead is an event participant who interacts with your team or company in specific ways during the event. These interactions are automatically tracked by the platform.

Common lead actions include:

• Viewed your company profile, product, or a team member’s profile

• Clicked “Interested” on a company, product, or team member

• Sent or accepted a connection request

• Requested or accepted a meeting

• Attended a sponsored session or scanned into a sponsored area

• Clicked a custom company or product link

• Scanned using a SmartBadge or other onsite technology

What’s the difference between a lead and a contact?

A lead is someone with potential. A contact is someone who has had a confirmed interaction with your team, such as:

• Their badge was scanned

• A meeting was accepted

• They showed mutual interest

You can score a lead or add notes even before they become a contact.

Where to find your leads

🖥️ On the web platform

To access your leads on desktop:

1. Go to My Team > Leads

2. View the full list of people who interacted with your team

3. Filter and sort the list

4. Add scores, notes, and qualifications

5. Export leads for follow-up

Use the web version when you want full control over your leads and team coordination.

📱 On the mobile app

While using the mobile app (iOS or Android), you can:

• Open a participant’s profile

• View or add:

  • Lead scores (star ratings)

  • Notes about conversations

  • Qualification responses

Use the mobile app during the event to quickly record conversations right after they happen.

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

How leads are organised (web only)

When viewing your leads on the web platform, they’re grouped into three categories:

1. To Review – No action has been taken yet

2. Reviewed – You've interacted with the lead (e.g. marked as interested, skipped, or requested a meeting)

3. Total Leads – The full list, shown alphabetically

You can switch between these views by clicking the tabs above the list. These also show how many leads are in each category.

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.

Important notes:

• All team members see the same total list of leads.

• Each person’s To Review and Reviewed counts may differ depending on individual actions.

• A lead stays in your To Review list until you choose Interested, Skip, or Request Meeting.

Viewing and managing leads on web

On the web platform, you can switch to an interactive table view for more advanced lead management. Click the nine dots icon in the Leads section to enter this view.

From there, you can:

• Filter leads based on criteria like score or interaction type

• Sort leads alphabetically or by most recent engagement

• Customize the display to highlight high-value opportunities

Adding lead notes and scores

You can add notes and scores to any participant profile—whether they’re already a contact or still a lead. This helps your team prepare for follow-ups and share insights internally.

Available actions:

• ⭐ Score leads using a star rating system

• 📝 Add notes with relevant details

• 🏷️ Tag teammates using @name to notify them

• ❓ Answer qualification questions (single choice, multiple choice, or 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

1. Open the participant’s profile

2. Go to the Qualification section

3. Click View lead notes

   

4. Add a star rating, comments, and tag teammates if needed

   

5. 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