Lead Intelligence | ExpoPlatform Helpdesk

Recognizing that leads management is a critical element of any event, our platform provides two distinct routes for enabling lead capture — Lead Capture Pro (a standalone, exhibitor-purchased module) and lead capture via the Exhibitor Manual (organiser-configured and controlled). The articles below apply to both routes unless stated otherwise.

We strongly recommend reading these help articles to understand the different options and ensure that leads are managed in acordance with your expectations

Article name	Article content overview
Basic Configuration for Organisers	Options for setting what actions should/should not count as a lead Options for what data should be shared when an action that has been set to count as a lead is taken Details about scanning settings that affect both scanning behavior and what an exhibitor sees in their scanned list
Lead Capture Pro vs Exhibitor Manual Lead Capture – Feature Comparison	Side-by-side comparison of the two lead capture routes available on the platform Covers setup and ownership, pricing model, exhibitor purchase experience, admin and reporting, and related features (custom questions, product QR codes)
Lead Capture Access Management	Options for who should have access to lead capture Free vs. paid options
Lead Question Builder for Organiser	How organisers can set up the standard questions exhibitors will either use or will customize for their team How organisers can enable custom lead capture questions on their event
Lead Question Builder for Exhibitors	How exhibitors work with standard and custom lead questions (if this feature has been enabled by the Organiser)

We also recommend reviewing these articles about the exhibitor experience

Article name	Article content overview
Leads Dashboard	Details the central dashboard where exhibitors/team members can see all lead activity, including who performed which lead action, view the profile of each lead and meet/message/favorite each lead
Leads Scanning	Details about the different aspects of the lead scanning functionality and experience
Leads Export	Options for downloading leads, along with details about each option