Managing leads effectively is essential for event organizers to track, filter, and analyze potential business opportunities. The backend provides a comprehensive way to access and organize leads efficiently.
Steps to Access and Manage Leads
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Log in to the Backend as an Organizer
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Use your organizer credentials to sign in to the event backend system.
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Go to the Lead Capture Section
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Navigate to the Lead Capture section in the left navigation menu.
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Access the Leads Listing Screen
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Click on Leads, and the Leads Listing screen will appear, displaying all captured leads.
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Managing Leads Effectively
1. Filter Leads by Booth and Lead Type
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Use the filters to narrow down your lead data.
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Select a specific booth from the Booths filter to view leads associated with that booth.
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Choose a Lead Type (e.g., Urgent, Hot, Warm, Cold) to categorize leads efficiently.
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Example: I have selected Acme LLC booth in the Booths filter and can see the below leads of that booth.
2. Customize Columns in the Listing Screen
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Click on the Columns dropdown at the top right of the screen (next to the Export button).
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Select or unselect columns to display only the most relevant lead details.
3. Export Leads for Further Analysis
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Click the Export button at the top right to download lead data. You will get a pop up about receiving an email shortly upon clicking Export button.
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This allows you to store, analyze, or import the leads into your CRM system for further follow-ups.
Conclusion
By following these steps, you can efficiently access, filter, customize, and export your leads through the backend. Utilizing these tools will help streamline lead management and improve engagement with potential customers.