- Jun 27, 2019
- By Mick Heylen
- Comments Off on How to use the lead manager webapp
The Lead Manager webapp allows your exhibitors to scan barcodes of your visitors and get more information about them.
To setup the Lead Manager for your exhibitors click here.
The only thing your exhibitors have to do is: go to https://lead.eventsight.eu, and login with their credentials you provided them.
Enable your sales managers, account managers or exhibitors to gain detailed information about your visitors and ask for extra information via a form.
You can create a login and form for each user that has the role “leadmanager”. All users that have that role and for who you activated the event will appear in the setup.
The leadmanager is an online webapp that you can access via https://leadmanager.eventsight.eu with any modern smartphone with a camera (required for barcode scanning).
1. Manage the lead forms
When you go to the startpage (via the section ‘Event list’) you can select the section ‘Lead manager’. Under the tab ‘Forms’ you can create several different forms that will be rendered when they scan a barcode. You can assign one form to each lead manager, but a form can be assigned to multiple lead managers.
2. Manage your lead managers
In the tab ‘Lead manager’ you can assign the correct form to a lead manager. you can also see who has been scanned. To manage or add users click ‘Manage users’ or manage the users via the setup.
3. Export data
You can export the data of the lead managers as Excel file.
Simply click the export button > a PDF file will be generated > you can send it to the lead managers.