Exhibitors & Lead Retrieval

Use Lead Retrieval offline and synchronize safely

Understand what booth staff can do when venue connectivity drops and how queued work is reconciled after reconnecting.

Where to find itMobile event app → Leads

How to do it

  1. Capture normallyUse Scan & Qualify, Rapid Scan or Booth Kiosk. When the network is unavailable, supported captures and lead updates are placed in the local offline queue.
  2. Watch the offline-update indicatorThe Leads workspace shows queued offline updates and offers Sync now when connectivity is available.
  3. Continue post-scan workPreviously cached leads can accept notes and supported workflow, Saved Lead, qualification and resource changes while offline.
  4. Reconnect and synchronizeWhen connectivity returns, the app retries queued work using idempotency keys so a replay does not create a duplicate visit or duplicate note.
  5. Review exceptionsA provisional offline badge is revalidated for attendee identity, company access and Lead Retrieval opt-out before it becomes a deliverable lead.

Why offline capture is provisional

An offline device cannot make the final decision about attendee identity or consent. rsvpBOOK therefore stores the capture locally, preserves its qualification/context and rechecks the authoritative server state after reconnecting.

What does not become another visit

Appending notes, editing qualification, changing priority/next action/status, saving a lead or adding Follow-up Content updates the existing lead. Those actions do not increment the attendee's booth visit count.

Device hygiene

Because queued lead data is stored on the booth device until synchronization, use devices controlled by the exhibitor, protect them with the normal device lock and sign out/clear the event session when the device changes hands.

Updated for the current rsvpBOOK product experience.