Exhibitors & Lead Retrieval

Lead qualification, notes and exports

Standardize the questions exhibitors use to qualify scanned attendees and export the resulting lead data.

Where to find itCompanies & Exhibitors → company → Lead Manager → Qualifiers / Questions / Reports

How to do it

  1. Open the company Lead ManagerSelect the exhibitor and open Qualifiers or Questions.
  2. Create quick qualifiersAdd the tags or classifications staff should be able to apply rapidly during a booth conversation.
  3. Add structured questionsCreate follow-up questions and answer choices for information that should appear consistently in reports/exports.
  4. Test a leadScan a test attendee, answer the questions and add a note.
  5. Verify the exportOpen the company report/export and confirm the attendee fields, qualifier values, question responses and notes appear as expected.

Plan the questions exhibitors actually need

Keep qualification prompts short enough to use while talking with an attendee. Use qualifiers for quick categorization, questions for structured follow-up information and notes for free-form context.

An organizer can capture an event qualification template from a configured company so newly enabled companies can start from the same questions without overwriting companies that already have their own setup.

Updated for the current rsvpBOOK product experience.