Exhibitors & Lead Retrieval

Configure Target Lead Alerts

Flag high-value attendees automatically and route them into exhibitor follow-up workflows as soon as they are scanned.

Where to find itCompanies & Exhibitors → company → Lead Manager → Target Lead Alerts

How to do it

  1. Define who counts as a targetCreate a rule using the Target Account List, attendee company/title, registration type, registration responses or fields exposed in the attendee lead profile.
  2. Choose match logicUse All criteria when every condition must be true or Any criterion when one matching condition is enough.
  3. Choose alert recipientsNotify the scanning rep and/or selected company staff. Alert recipients receive explicit access to the matched lead even when another staff member captured it.
  4. Choose automatic follow-upOptionally set a default priority, next action, assigned rep and follow-up deadline when the rule matches.
  5. Test before event dayScan a target test attendee and confirm the Target Lead badge, match reason, notification and work-queue changes are correct.

Target-account lists

Paste company names or upload a CSV/text file in Target Lead Alerts. Company matching normalizes punctuation and common legal suffixes such as Inc., LLC and Corp., but intentionally does not use fuzzy matching.

Existing leads

Rules run automatically on new scans. If a rule or target-account list is added after scanning has started, use Re-evaluate Existing Leads. Newly matched leads may receive alerts and automatic workflow actions.

Avoid duplicate follow-up

Target alerts can assign ownership and a due date immediately. The original scanner still sees who owns follow-up, while selected alert recipients and assigned reps can open the lead from the mobile Lead workspace.

Updated for the current rsvpBOOK product experience.