Administrator/VIP Portal Process
The event planner will set up your company with one administrator who will be able to manage your company's profile and leads within the Exhibitor VIP portal. The event planner will also designate the people from your company who will be scanning leads during the event as "exhibitor attendees". Those exhibitor attendees will be able to access the lead scanning feature within the app once they log in, and your company's administrator will be able to view all the lead information within the VIP portal.
Your company’s administrator should log into the VIP portal at the URL provided by the event planner to confirm that the proper attendees are in the system and are eligible to scan leads.
Once the company administrator has logged into the VIP portal, they will see the company profile, a list of registered attendees, and any leads that have been scanned to date.
The administrator will be able to view and download leads as necessary from the portal.
Lead Scanning Instructions
Once your company’s exhibitor attendees log into the app, they will see a leads button at the top of the side navigation menu. Tapping on the leads button will display both a live camera for scanning as well as a list of leads that have been scanned by that individual to date. They may tap on a lead to add notes and rate the quality of the lead.
All this lead information is automatically synced back to the Exhibitor VIP portal for the Administrator to access, review, and download.