Allow Lead Retrieval Users To Download Their Scanned Lead Reports From The Web Platform

Exhibitors and sponsors have the ability, if they so choose, to download a report of scanned leads from a past event straight from the web platform.

To access the section where leads are recorded and stored, the exhibitors or sponsors must log into the Boomset web platform using the credentials used to log into the Lead Retrieval application. Next, click on Lead Retrieval Events.

A list of the events the exhibitors or sponsors may have attended and scanned leads will appear. Search and choose the event you wish to download.

  • Make sure the list is filtered to "All" to perform a complete search.

From here, you can search leads and view them by grading (“Hot”, “Warm” or “Cold”), then click the "Export Leads" button to receive the leads by email.

Exhibitors and sponsors can also click on any of the leads on the web platform, which will pull up their contact information and notes taken.

 

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