Engagement - View your Leads and Manage your Qualifiers

Leads

Under the Engagement menu, the first section is Leads.
Here, you can view a list of all captured leads during your event.

• Filter by Grade: Use the filter options to sort leads based on their grade.

• Total Leads: The total number of leads is displayed at the bottom-right corner of the page.

Qualifiers

The second section under the Engagement menu is Qualifiers.
From here, you can view, add, edit, and delete qualifier questions.

View Your Qualifiers

See all existing qualifier questions and their types in a simple list view.

Add New Qualifiers

To add a new qualifier, click the Add button at the top-right corner.

• Question Text: Enter the question you want to ask your lead.

• Question Type: Choose from Text, Single Select, or Multi Select.

  • For Single Select and Multi Select types, click the + icon at the bottom-right of the Answers box to add answer options.

Edit Your Qualifiers

To edit an existing qualifier, click the Pen icon on the right side of the list item. This opens the edit menu where you can modify question details or answers.

Delete Your Qualifiers

To remove a qualifier, click the Bin icon on the right side of the list item. Confirm your action to permanently delete the qualifier.