Participating in an event as an Exhibitor, you might find it useful to access and export, in an XLS file or via API, your team's contacts and generated leads, including any notes, scores, and qualification forms of your team members. This facilitates their upload into another platform, like a CRM system.
🚫 Feature Access Restrictions
Access to specific leads features and using the Exhibitor Leads API is at the discretion of the event organizer. If you wish to collect more leads or utilize the API, please reach out to the organizer for permission.
How to access my leads as an Exhibitor
With our AI Recommended Leads feature, you can connect with potential clients who have interacted with your team. Once connected, you'll find these valuable contacts, complete with all their detailed information, conveniently organized in the Teams' Contacts Dashboard.
To access your Leads, follow these steps:
Open the Exhibitor Center.
Click on Leads in the right panel then Team's Contacts.
Here is how the Teams' Contacts dashboard looks like:
This dashboard display contacts generated through lead recommendations, but it also includes those captured via scanning and other methods, making it a comprehensive resource for your entire team. All interactions performed by the lead are summarized inside the side panel "Interactions".
You can assign a team member to connections to ease the follow-up after events.
You can also add notes, score, and qualifiers and see your team members notes and qualifiers if they agree on sharing it.
Additionally, you have access to the lead's email address to make reaching out easier.
How to export my leads as an exhibitor
You can export all your leads in a single Excel file (.XLS) at any moment.
Access the Exhibitor Center
In the Leads tab located in the left sidebar click on Export.
You have the ability to Export all leads or Define specific dates and leads to exports.
When you export your team’s contacts and leads, you receive an Excel file containing multiple sheets, each organizing your interactions and lead data in different ways. This sheet lists all unique contacts collected during the event and includes:
Personal information: first name, last name, job title, company, email
Contact details: mobile and landline numbers, website, address, social media
Lead metadata: connection method, connection date, scanned card info, score, tags, notes, interaction score
Assigned team member: the exhibitor member who owns the contact
These tabs offer a detailed and organized view of your event leads, making it easier to qualify, analyze, and export data for post-event follow-up and CRM import.
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