Event-specific lead records
Keep repeat visitors separately reportable by exhibition without erasing useful duplicate or merge evidence.
Keep the event, source, conversation context and next action connected from first capture through follow-up, reporting and export.
Keep repeat visitors separately reportable by exhibition without erasing useful duplicate or merge evidence.
Assigned owners take precedence, captured-by ownership remains a fallback, and reporting permissions stay server-authoritative.
Work from Overdue, Today, Upcoming and Needs Date queues, with quick rescheduling and explicit outcome recording.
Review priority, status, source, products, geography and staff activity, then export the authorised data.
Use consistent interests, Hot/Warm/General priority, statuses, notes and next-action dates.
Managers can allocate individual leads to eligible staff assigned to the same event.
Opening WhatsApp, email or a call means opened—not sent or completed. Staff record what actually happened afterward.
Use event reports and filtered exports to share clean data with the system your business already uses.
See event performance, plan usage and the follow-up picture across the authorised team.
Assign work, review duplicates and keep qualification consistent within assigned events.
Focus on allowed leads and today’s next actions from the mobile app.
No. It is deliberately focused on exhibition capture, qualification, follow-up, reporting and export.
Only within their tenant, assigned events and reporting visibility. Platform and exhibitor policies are enforced on the server.
No. Channel handoff is recorded as opened. The user separately records the actual outcome and next follow-up.
Yes. Authorised users can generate readable event and filtered exports, subject to plan and retention access.