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MONETIZE · Lead management
a year ago

Enhanced Lead Report in the Exhibitor Center

We're excited to introduce a significant upgrade to the Leads report in the Exhibitor Centre, aimed at providing exhibitors with even more comprehensive insights into their leads' interactions.

Previously, when multiple exhibitor members contacted a lead, the lead would only be listed once in the 'Contacts' report, displaying information solely about the initial team member who made contact. We understand that for exhibitors, it's crucial to have a complete picture of their leads' engagement, not just their initial connection with an attendee.

To address these needs, we've introduced a new tab: Contacts (incl. duplicates) in the Excel report that exhibitors can download:

This tab provides exhibitors with a comprehensive view of all interactions with a lead, ensuring that no valuable data is missed. The report maintains the same structure as the pre-existing 'Connected with your members' report, but now, individual leads may be duplicated if they have interacted with multiple team members. 

As a reminder of where to find it: Access to the Exhibitor Centre -> Leads Board menu -> Export Leads button -> Select 'Connected with your members' -> Start export. The system will generate an Excel file with two tabs: 'Contacts' and 'Contacts (incl. duplicates)'.

Now, exhibitors can easily track the entire journey of their leads, from initial contact to subsequent engagements with other team members.

We hope you find this upgrade valuable in your exhibitor journey. At Swapcard, we're committed to continually improving our platform to meet your evolving needs, and this enhancement is designed to do just that.