Team Admins can use the Lead Qualification feature to capture valuable information about event participants, helping their team qualify leads more effectively and follow up efficiently after the event.
This feature is available through the Teams area on the event platform (web) and works across both web and mobile apps.
The Lead Qualification tool allows teams to create custom questions to qualify potential leads during or after interactions at the event. These insights go beyond basic contact information, enabling more strategic post-event follow-up and better team collaboration.
In this article
How to Create Custom Lead Qualification Questions (Web Only)
As a Team Admin, you can create and manage lead qualification questions for your team from the web event platform.
Steps:
-
Log in to the web event platform.
-
Navigate to My Team from the left-hand menu.
-
Go to the Settings tab.
-
Scroll to the bottom of the page and click + New Question.
-
Choose the question type:
-
Single Choice
-
Multiple Choice
-
Open Text
-
-
Add your question and, if applicable, answer options.
-
Click Save to apply changes.
These questions will appear to all team members when they view or scan a lead within the mobile app or web platform.
Note: You can create an unlimited number of lead qualification questions. However, we recommend using a mix of simple, easy-to-answer questions. This helps your team collect useful information quickly during or after the event.
How Your Team Qualifies Leads in Real Time
1. Real-Time Lead Capture (Web & Mobile)
When a team member views a participant’s profile or scans their badge at the event, the Lead Qualification screen will appear. Here, they can:
-
Answer the team-defined qualification questions
-
Add private notes about the lead
-
Categorize the lead’s potential
-
Contribute to a shared team view of lead quality
This helps ensure consistent data capture across the team and allows everyone to collaborate on follow-up.
Team Collaboration & Tracking
Everyone on your team can view and add to lead details. On web and mobile, team members can:
-
See lead scores and answers
-
View who submitted what
-
Work together on lead follow-up
3. Post-Event Review & Collaboration
After the event, your team can review qualified leads under:
-
Leads tab on web event platform
-
Contacts tab on web event platform
From here, team members can analyze lead quality together, align on follow-up strategy, and take action based on the data collected.
Where to View and Export Qualified Lead Data
As a Team Admin, you can export lead data anytime from the Teams Dashboard:
Export includes:
-
Contact info (based on visibility settings)
-
Answers to qualification questions
-
Badge scan data
-
Any notes your team added
Go to: My Team > Export > Choose from exports available
Why Lead Qualification Matters
Knowing who your leads are—and what they care about—is key to turning conversations into real opportunities. With custom questions, your team can:
-
Spot high-potential leads fast
-
Personalize post-event outreach
-
Avoid losing important context
-
Gather insights that match your sales process
Learn More
Want to understand how notes and lead scores work across web and mobile?
👉 Read this guide on Notes and Scoring