Advanced Features Course 2: Lead Retrieval

Advanced Features Course 2: Lead Retrieval

Lead Retrieval gives your exhibitors the ability to scan attendees as leads via the app.

About this course

In this course, you will learn how to:

  • Enable Lead Retrieval
  • Set up Lead Retrieval
  • Grant access to the Exhibitor Portal
  • Navigate the Exhibitor Portal
  • Troubleshoot common Lead Retrieval issues

Curriculum6 min

  • Introduction
  • Lead Retrieval Overview 0 min
  • Lead Retrieval in the CMS
  • Enabling Lead Retrieval 0 min
  • Assigning Exhibitor Roles 0 min
  • Setting Up Lead Retrieval 1 min
  • Lead Retrieval in the App
  • Scanning Attendee Badges 0 min
  • The Exhibitor Portal
  • Exhibitor Portal Overview 0 min
  • Granting Access to the Exhibitor Portal 0 min
  • Download Leads 0 min
  • Troubleshooting
  • Common Issues 1 min
  • Conclusion
  • Course Complete! 0 min

About this course

In this course, you will learn how to:

  • Enable Lead Retrieval
  • Set up Lead Retrieval
  • Grant access to the Exhibitor Portal
  • Navigate the Exhibitor Portal
  • Troubleshoot common Lead Retrieval issues

Curriculum6 min

  • Introduction
  • Lead Retrieval Overview 0 min
  • Lead Retrieval in the CMS
  • Enabling Lead Retrieval 0 min
  • Assigning Exhibitor Roles 0 min
  • Setting Up Lead Retrieval 1 min
  • Lead Retrieval in the App
  • Scanning Attendee Badges 0 min
  • The Exhibitor Portal
  • Exhibitor Portal Overview 0 min
  • Granting Access to the Exhibitor Portal 0 min
  • Download Leads 0 min
  • Troubleshooting
  • Common Issues 1 min
  • Conclusion
  • Course Complete! 0 min