As an Expo Booth Exhibitor at an onsite event, you will be interacting with different people on a regular basis so it is important that you can easily keep track of your leads through the RingCentral Events Mobile App.
To get started, make sure that you are registered for the event and that the Organizer has invited you to be an Expo Booth Vendor. They will also have to assign a Lead Retrieval Credit to your booth for you to collect and save leads.
When you log on to the RingCentral Events Mobile App, ensure that you are logged on using the same email address your Vendor invitation was sent to.
Once on the app, click on Explore on the panel at the bottom and you should see a button for Lead Retrieval. If you are assigned to more than one booth, you will be able to choose which one you want to generate leads for. However, if you are only assigned to one booth, where you should see the Booth(s) you will be managing at the event
Your Lead Retrieval page will be sectioned into Hot, Warm, Cold and Unsorted. Tap on any of these to view the leads that have been saved.
Adding a new lead
To add a new lead head to your Lead Retrieval page and hit + Add lead. This will open your camera where you can scan the ticket of the attendee.
Once you scan the attendee's badge or digital ticket, a small pop-up will appear with the attendee's name. Check that the name is correct and then tap Save lead to save the lead and add any notes.
Next, you can add notes for other Booth Vendors to see, and assign them to a category (hot, warm or cold). When you've added all your notes, simply tap Done to return to the Lead Retrieval page.
Editing an existing lead
To edit an existing lead, tap on any of the groups above and browse through the existing leads until you find the one you would like to edit. Alternatively, use the search function to search for a specific name.
Tap on the lead you would like to edit and you will see an Edit lead button in the bottom right hand corner.
Each Vendor's notes will be separated by their name, so you can easily distinguish each other's notes.
You can export your leads to view offline and use outside of the event. Simply tap Export at the top of the lead retrieval page to start the download. This will automatically sync any recent changes so it may take some time to generate. Once the download is complete, tap Done.
An email containing a download link will be sent to your email address.