The Lead Retrieval app is a powerful tool for capturing, managing, and analyzing leads during events. Here’s everything you need to know to maximize its features:

Note: An active internet connection is required to use these apps.

The app allows you scan QR codes from multiple sources:

To scan a QR code, navigate to the event dashboard and click the Scan Lead button or tap the plus sign in the top-right corner of any screen.

Once you successfully scan an attendee’s QR code, their full profile becomes available, including their name, company, title, email, and phone numbers. This information is ready for immediate follow-up or further categorization.

Organize your leads by classifying them as Cold, Warm, or Hot. This helps you prioritize follow-ups and focus on the most promising opportunities.

You can add private notes to capture important details about your interactions with leads. These notes are for your reference only and will not be shared with the event organizer or other exhibitors.

To delete a lead, open their detail page, scroll to the bottom, and tap the Delete Lead button. Confirm the action to remove them permanently.

Easily search or browse through all your captured leads within the app. Use filters to sort leads based on their classification for better organization and quick access.

Export your leads at any time by selecting the Export button from the dashboard. The app generates a CSV file and emails it to you. Open the file in programs like Microsoft Excel for deeper analytics and reporting.