Lead Retrieval Overview
Review Lead Retrieval Orders
The Lead Retrieval module offers a comprehensive overview of lead retrieval purchases, enabling clients to easily monitor sales performance and track progress in real time. To review lead retrieval orders, follow the steps below: Choose the event ...
Modify Fields Included on the Leads Export
Modify the fields that will appear on the Leads Export that is provided to exhibitors. To modify the fields that appear on the leads export, follow the steps below: Choose the event from the company dashboard In the left-side navigation, click the ...
Find an Exhibitors Activation Code
When exhibitors are assigned or purchase an activation code, the code can found in their participant record. To find an exhibitor activation code, follow the steps below: In the left-side navigation, click the arrow next to Event Overview to open the ...
A2Z Leads App: Email an Exhibitor their Leads
Clients can email exhibitors an export of their leads from the platform. To email an exhibitor their leads, follow the steps below: In the left-side navigation, click the arrow next to Event Overview to open the menu Click Participants Use the search ...
Download and Sign into the A2Z Leads App
Download the A2Z Leads app for the ability to scan the leads onsite. The A2Z Leads app is managed by the Event Planning Team. You will receive an invitation to purchase an Activation Code that will allow you to use the app and get leads. To download ...
Create an Order Site
When Lead Retrieval Direct Sales is purchased, an order form is created to allow exhibitors the ability to purchase activations. There is no restriction on how many activations an exhibitor can purchase. To create a Lead Retrieval order site, follow ...
Set an Activation Code and Set a Cap
An activation code is required for an exhibitor to sign into the A2Z Leads app and collect leads at your event. The platform allows three options for assigning activation codes and setting a cap on how many codes can be purchased/designed. To assign ...