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LEAD MANAGEMENT / POST-EVENT ACTION

Manage exhibition leads without adopting a generic CRM.

Keep the event, source, conversation context and next action connected from first capture through follow-up, reporting and export.

WHY EXPOCOLLECT

The information managers need after the floor closes.

1

Event-specific lead records

Keep repeat visitors separately reportable by exhibition without erasing useful duplicate or merge evidence.

2

Clear ownership and visibility

Assigned owners take precedence, captured-by ownership remains a fallback, and reporting permissions stay server-authoritative.

3

Follow-up Command Centre

Work from Overdue, Today, Upcoming and Needs Date queues, with quick rescheduling and explicit outcome recording.

4

Reports and portable exports

Review priority, status, source, products, geography and staff activity, then export the authorised data.

WORKFLOW

Turn booth activity into an accountable team queue.

01

Standardise qualification

Use consistent interests, Hot/Warm/General priority, statuses, notes and next-action dates.

02

Assign responsibility

Managers can allocate individual leads to eligible staff assigned to the same event.

03

Record the real outcome

Opening WhatsApp, email or a call means opened—not sent or completed. Staff record what actually happened afterward.

04

Review and export

Use event reports and filtered exports to share clean data with the system your business already uses.

WHO IT HELPS

A shared operating view without unnecessary CRM overhead.

01

Exhibitor owners

See event performance, plan usage and the follow-up picture across the authorised team.

02

Event managers

Assign work, review duplicates and keep qualification consistent within assigned events.

03

Sales staff

Focus on allowed leads and today’s next actions from the mobile app.

QUESTIONS

What exhibitors ask before they start.

01

Is ExpoCollect a full CRM?

No. It is deliberately focused on exhibition capture, qualification, follow-up, reporting and export.

02

Can managers see every lead?

Only within their tenant, assigned events and reporting visibility. Platform and exhibitor policies are enforced on the server.

03

Does opening WhatsApp mark a lead as contacted?

No. Channel handoff is recorded as opened. The user separately records the actual outcome and next follow-up.

04

Can we move the data into another system?

Yes. Authorised users can generate readable event and filtered exports, subject to plan and retention access.

READY FOR YOUR NEXT EXHIBITION?

Start with a focused capture workflow.

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