--- title: Understanding and managing your leads description: The Leads section helps you keep track of people who have interacted with your company or team during the event. --- [Skip to content](https://support.grip.events/inbound-leads#main-content) [![Grip-Vertical-Logo-Purple-1.png\]](https://support.grip.events/hs-fs/hubfs/Grip-Vertical-Logo-Purple-1.png?width=23&height=34&name=Grip-Vertical-Logo-Purple-1.png)](https://support.grip.events/?hsLang=en) - [EVENT PARTICIPANT: GET HELP](https://share.hsforms.com/1-lydyoYDTxesUecWSiACWAcomhj) - [EVENT ORGANISER: GET HELP](https://share.hsforms.com/10sOhGhwFQIWjGMDJPxmjbAcomhj?__hstc=193303666.01968b48a56d3c61cbc83cbe4252ad11.1741013975689.1751443637200.1751448757763.154&__hssc=193303666.17.1751448757763&__hsfp=3075744378) Open main navigation Close main navigation - [EVENT PARTICIPANT: GET HELP](https://share.hsforms.com/1-lydyoYDTxesUecWSiACWAcomhj) - [EVENT ORGANISER: GET HELP](https://share.hsforms.com/10sOhGhwFQIWjGMDJPxmjbAcomhj?__hstc=193303666.01968b48a56d3c61cbc83cbe4252ad11.1741013975689.1751443637200.1751448757763.154&__hssc=193303666.17.1751448757763&__hsfp=3075744378) Hello. How can we help you today? - There are no suggestions because the search field is empty. 1. [Grip Knowledge Base](https://support.grip.events/?hsLang=en) 2. [EVENT PARTICIPANTS](https://support.grip.events/event-participants?hsLang=en) 3. [Event Exhibitors and Sponsors](https://support.grip.events/event-participants?hsLang=en#event-exhibitors-and-sponsors) # Understanding and managing your leads ## This article explains how company representatives can view, track, and manage leads using the event platform. Leads are event participants who have interacted with your company or team in some way, such as viewing your profile, expressing interest, or booking a meeting. ##### 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](https://support.grip.events/overview-of-the-my-team-portal?hsLang=en). **In this article, we'll delve into the following:** - [What is a lead?](https://support.grip.events/inbound-leads#lead) - [Where to find your leads?](https://support.grip.events/inbound-leads#NavInbound) - [How leads are organised (web only)?](https://support.grip.events/inbound-leads#LeadLists) - [How to add notes and scores (web and mobile)?](https://support.grip.events/inbound-leads#Notes) - [FAQs](https://support.grip.events/inbound-leads#Notes) ### **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 **Important:** The full leads list is only available on the **web platform**. However, you can still view lead scores, add notes, and update qualification information on both web and mobile (iOS and Android). #### **🖥️ 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. Note: The full leads list is only available on the **web** platform. ### 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 (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 ![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-42-05-png.png?width=600&height=360&name=Screenshot%202025-03-17%20at%2013-42-05-png.png) 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 ![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-42-56-png.png?width=600&height=360&name=Screenshot%202025-03-17%20at%2013-42-56-png.png) ### 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) ![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-43-47-png.png?width=600&height=361&name=Screenshot%202025-03-17%20at%2013-43-47-png.png)   Qualification questions can be customized by your admin in **My Team > Settings** (web only). **Where to view and add notes** - On a participant’s **profile page**, tap or click **View lead notes**![](https://support.grip.events/hs-fs/hubfs/ScreenRecording2025-03-17at13-47-06-ezgif-com-video-to-gif-converter-gif.gif?width=600&height=378&name=ScreenRecording2025-03-17at13-47-06-ezgif-com-video-to-gif-converter-gif.gif) - In the **Leads section**, click **View lead notes** for each lead![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-45-14-png-1.png?width=600&height=360&name=Screenshot%202025-03-17%20at%2013-45-14-png-1.png) - In the **Contacts tab** on web, click the cog icon next to a contact, then **View lead notes**![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-46-33-png.png?width=600&height=360&name=Screenshot%202025-03-17%20at%2013-46-33-png.png) **To score a lead** 1. Open the participant’s profile 2. Go to the **Qualification** section 3. Click **View lead notes** ![](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-03-17%20at%2013-54-10-png.png?width=600&height=360&name=Screenshot%202025-03-17%20at%2013-54-10-png.png) 4. Add a **star rating**, comments, and tag teammates if needed ![IMG_641F52AC22A5-1](https://support.grip.events/hs-fs/hubfs/IMG_641F52AC22A5-1.jpeg?width=200&height=433&name=IMG_641F52AC22A5-1.jpeg) 5. Use the **History tab** to view updates from your team![](https://support.grip.events/hs-fs/hubfs/ScreenRecording2025-03-17at13-59-05-ezgif-com-video-to-gif-converter-gif.gif?width=600&height=359&name=ScreenRecording2025-03-17at13-59-05-ezgif-com-video-to-gif-converter-gif.gif) ### FAQs **Q: How do I activate teams for my company?** **A:** Your team is automatically activated as soon as you (or your colleagues) log into the platform (on Web or Mobile), if your profile is associated to a company profile.  **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 / team member's 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? A:** A profile will be marked as a **Lead** if, *prior to team creation*, they: - Showed interest in a team member, company or product - Requested a meeting with a team member - Joined session (added to schedule) or were scanned into a session sponsored by the team’s company A profile will be marked as a **Contact** if, *prior to team creation*, they: - Scanned a team member’s badge - Shared mutual interest with a team member - Accepted a meeting with a team member This ensures that teams see **a complete picture of their engagement**, regardless of when the team was created.     - [EVENT PARTICIPANTS](https://support.grip.events/event-participants?hsLang=en#main-content) - [Logging in](https://support.grip.events/event-participants?hsLang=en#logging-in) - [Managing your profile](https://support.grip.events/event-participants?hsLang=en#managing-your-profile) - [Networking on the platform](https://support.grip.events/event-participants?hsLang=en#networking-on-the-platform) - [Virtual events](https://support.grip.events/event-participants?hsLang=en#virtual-events) - [Exports](https://support.grip.events/event-participants?hsLang=en#exports) - [Event Exhibitors and Sponsors](https://support.grip.events/event-participants?hsLang=en#event-exhibitors-and-sponsors) - [GRIP ENGAGE](https://support.grip.events/grip-engage?hsLang=en#main-content) - [Event Setup & Configuration](https://support.grip.events/grip-engage?hsLang=en#event-setup-configuration) - [Profile & Data Management](https://support.grip.events/grip-engage?hsLang=en#profile-data-management) - [Integrations & APIs](https://support.grip.events/grip-engage?hsLang=en#integrations-apis) - [Event Design & Branding](https://support.grip.events/grip-engage?hsLang=en#event-design-branding) - [Event Agenda](https://support.grip.events/grip-engage?hsLang=en#event-agenda) - [Event Engagement](https://support.grip.events/grip-engage?hsLang=en#event-engagement) - [Grip Support](https://support.grip.events/grip-engage?hsLang=en#grip-support) - [MustMeet](https://support.grip.events/grip-engage?hsLang=en#mustmeet) - [Mobile App Management](https://support.grip.events/grip-engage?hsLang=en#mobile-app-management) - [Insights & Reporting](https://support.grip.events/grip-engage?hsLang=en#insights-reporting) - [GRIP MANAGE](https://support.grip.events/grip-manage?hsLang=en#main-content) - [Grip Manage - Integrations](https://support.grip.events/grip-manage?hsLang=en#grip-manage-integrations) - [Grip Manage - Company Portal](https://support.grip.events/grip-manage?hsLang=en#grip-manage-company-portal) - [Grip Manage - Emails](https://support.grip.events/grip-manage?hsLang=en#grip-manage-emails) - [Grip Manage - Registration](https://support.grip.events/grip-manage?hsLang=en#grip-manage-registration) - [Grip Manage - Side Events](https://support.grip.events/grip-manage?hsLang=en#grip-manage-side-events) - [Grip Manage - LQT](https://support.grip.events/grip-manage?hsLang=en#grip-manage-lqt) - [Integrations](https://support.grip.events/integrations?hsLang=en) - [MustMeet](https://support.grip.events/mustmeet?hsLang=en) - [Event Organizers](https://support.grip.events/event-organizers?hsLang=en) - [Grip MCP](https://support.grip.events/grip-mcp?hsLang=en#main-content) - [Grip Organiser MCP](https://support.grip.events/grip-mcp?hsLang=en#grip-organiser-mcp) [![Chill listening crop-3](https://support.grip.events/hs-fs/hubfs/Grip-logo-512x512-light-1.png?width=24&height=24&name=Grip-logo-512x512-light-1.png "Chill listening crop-3")](https://www.grip.events) Grip Help Center Copyright © 2025, Grip