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MONETIZE · Lead management
a month ago

New Modal to Encourage Exhibitors to Share Contacts with Their Team

The Contact Sharing Modal helps you maximize exhibitor ROI by ensuring lead capture and digital networking is a team effort from the very first login. Exhibitor members who have their contact sharing preference disabled will now see a pop-up when accessing the Exhibitor Center, removing the manual work of tracking down "missing" leads. 🤝

Why this is a game-changer:

For privacy reasons, team members added by colleagues have sharing disabled by default. However, this often causes frustration when leads don't appear in the central export, forcing people to spend time asking each teammate to manually update their preferences.

With this update, you can:

  • Eliminate Manual Troubleshooting: No more "how-to" guides; the platform guides exhibitors automatically.

  • Consolidate Lead Data: Ensures all leads flow into one document for the organization without restrictions.
  • Accelerate Opportunities: Teammates get instant access to contacts so follow-ups stay coordinated and move forward faster. 🚀

How it works:

When an exhibitor member first accesses the Exhibitor Center, the platform checks their sharing status. If disabled, a modal appears inviting them to "Work as one." With a single click on "Share contacts," their leads and networking contacts are instantly accessible to the entire team.