Exhibitors & Lead Retrieval
Assign leads and manage the follow-up work queue
Give leads an owner and due date, then work unassigned, overdue, due-soon and stale follow-up from one company queue.
Where to find itCompanies & Exhibitors → company → Lead Manager → Work Queue
How to do it
- Open the Work QueueUse the queue to search and filter company leads by assignment, priority, workflow status, due date, target status and capture source.
- Assign an ownerAssign or reassign the lead to an eligible company staff member. An explicitly assigned rep receives mobile access even when another staff member originally captured the lead.
- Set a follow-up dateSet or clear the due date so overdue and due-soon work can be surfaced automatically.
- Use bulk actions carefullyBulk assignment and workflow changes update the selected lead records without incrementing visit counts.
- Review historyUse Workflow History to see priority, next-action, status, due-date and assignment changes over time.
Mobile visibility stays intentional
Booth staff do not automatically receive the company's entire lead list. A rep sees leads they captured plus leads explicitly assigned/shared through the supported access paths. This lets a manager hand off follow-up without broadly exposing every lead to every scanner.
Saved Leads vs assignment
Saved Leads is a personal bookmark for the staff member. Assignment is the company's follow-up ownership decision. The original scanner can still see who owns follow-up after reassignment, reducing duplicate outreach.
Updated for the current rsvpBOOK product experience.
