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Lead Capture Guide for Organizers

This guide explains how event organizers can grant partners access to the Lead Capture App.

  • Select an event from the events list and from the left side menu go to Partner Hub > Partner Portal Settings.

  • Set the Partner Portal Settings and enable Lead Retrieval Management.

Click here to learn more about Partner Portal Settings

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  • Go to Partner Hub > Partners and add your partners. 

  • Enable Can Use Lead Capture App to grant partners access.

Max Lead Capture Users defines the number of Lead Capture seats assigned to the partner. Organizers can allow multiple seats but will only charged 1 Lead Retrieval credit per exhibitor. 

Click here to learn more about Partners

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Managing Partners in the Partner Portal

There are two ways to manage partner access:

  1. Assign an admin to the partner while creating the partner, or

  2. Access the Partner Portal yourself and manage the partner’s team directly.

Click here to learn more how to access and manage partners in the Partner Portal.

How to access the Partner Portal
  • From the left side menu go to Company Management > Teams to view and manage the partner’s team members.

  • Enable Lead Capture Access for members who should use the Lead Capture App.

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  • Once access is granted, the team member will receive an email with the Partner Portal access link and Lead Retrieval app download link (iOS & Android). They can log in using their Partner Portal email and a one-time password (OTP).