The Leads section within the 'My Team' portal is a powerful tool for exhibitors, enabling them to manage and evaluate potential contacts.
This section showcases profiles of individuals who have shown interest, connected, or interacted with your team members or company profile. The primary aim is to highlight profiles with a high likelihood of converting into valuable contacts, including those who have already connected or scheduled meetings with your team.
In this article, we'll delve into the following:
Navigating to Leads
For more detailed information about the My Team portal, click here.
As a company representative, you should have access to the 'Teams' feature, which allows you to edit company details, see collective lead-data from all team members, export it, book meetings on behalf of your team members, etc.
Note: In some cases, event organizers may restrict access to this feature. Please refer to the specific platform details for more information.
Leads qualifications
To be recognized as a lead, event participants must engage in one or more of the following actions directed toward your Team:
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Profile Views:
- Views of team members' profiles
- Views of company profile
- Views of products
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Expressed Interest:
- Showing interest in team members
- Showing interest in the company profile
- Showing interest in products
- Has been qualified by a team member (with lead qualification) as a good fit
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Connections:
- Establishing connections with team members
- Establishing connections with the company profile
- Establishing connections with products
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Scheduled Meetings:
- Requested a meeting with team members
- Acceptance of meetings with the company profile
- Acceptance of meetings with products
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Event Engagement:
- Attendance of sponsored sessions
- Views of sponsored sessions live streams or video recordings
- Profile has been scanned on entering a session sponsored by the team's company
- Profile has clicked on a CPF link on team’s product or profile
Leads may, or may not become contacts:
Contact = a profile that you have established a relationship, a connection with by any of the following actions: badge scan, mutual interest, accepted meeting.
You can leave a lead note or score a lead either after making a connection with them (e.g. badge scan) or even before them becoming a connection with your team - take a lead note even while browsing through the platform and exploring other event participants and qualify another profile.
Leads Lists
The Leads page comprises three distinct lists:
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To Review: This list includes leads on which no action (Interest, Skip, Request Meeting) has been taken.
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Reviewed: Leads on which you've performed any of the aforementioned actions are categorized here.
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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.
Please Note: While the total number of leads is consistent across all team members, the numbers in the To Review and Reviewed lists will differ based on the actions taken by each team member.
Leads table views
To access an interactive view of your leads, click the icon featuring nine dots. This view offers a dynamic and customizable display, providing enhanced control over your lead management.
- Customization: Filter, sort, and categorize your leads according to your preferences, creating a personalized view that streamlines the process of identifying and focusing on key leads.
Lead notes
Adding notes to event participant profiles and leads enhances collaboration among colleagues, facilitating information sharing before and during the event. This feature supports personalized follow-ups and ensures all relevant information is shared before, during, and after the event.
Key Features:
Every team can define their own Lead Qualification questions
To make sure that every team captures lead data in a structured way, each team can define their own Lead Qualification Question through My Team > Settings: 
Questions can be formatted with Single and Multi select answers, or Paragraph answers.
Note addition:
- Team Members can add notes to other users' profiles, visible to colleagues in their Team.
- Assign star rating scores to leads.
- Tag colleagues in notes using the '@person' format to trigger email notifications.
Viewing Lead Notes:
- Leads Section: Navigate to 'Leads' under 'My Team' and click 'View Lead Notes' at the bottom of each participant's profile to see annotations and updates.
- Contacts Table: In 'My Team,' select 'Contacts' and click the settings cog on a contact's profile, then 'View Lead Notes.'
- Profile Details Page: On a participant’s profile page, click 'View Lead Notes' under their name to access notes.
Scoring Leads:
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- Click 'View Lead Notes' to assign or update a lead score.
- Stars represent the scoring system.
- History tracks score changes and notes/comments for team members to review.
- Refer to our knowledge base for an in-depth guide on lead scoring.
Tagging Team Members:
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- Use '@team-member' in notes/comments to tag team members.
- Team members receive email notifications that they are tagged.
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