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Once an event is live, the goal is simple: capture every conversation and follow up before it goes cold.

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Capturing during the event

Use the mobile app’s Scan tab for QR codes, business cards, and event passes. Leads captured during the event are linked to it and inherit the event’s tags and default custom field values. Bad Wi-Fi? Everything keeps working — see Offline capture.

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Tracking progress

The event’s Overview tab shows live progress against your goals:
  • Leads captured vs your leads goal
  • Meetings booked
  • A daily engagement chart of captures and follow-ups

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The event’s leads

The Leads tab lists everything captured at the event. From there you can:
  • Email multiple leads at once (drafts copy to your clipboard)
  • Sync the batch to your CRM
  • Export as CSV
  • Import additional leads

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Follow up fast

Speed matters — the event dashboard tracks Speed to follow-up and Follow-up rate. A good rhythm:
  1. Each evening, filter the event’s leads by ICP fit to prioritise.
  2. Use AI email drafting with an event template — {{event_name}} personalises each message.
  3. Update lead stages as replies come in so the analytics stay accurate.