Viewing & Exporting Leads in Media Manager
You can view and export leads by clicking into "Events" and selecting the show.
Click the button in the top right corner that says "view leads".
You will see the list of leads with the name of the show and who generated that lead. To view the lead information, click on the lead. To export, click on the top right corner button that says "Export". The spreadsheet will begin to download.
Viewing Leads in the App:
You can also view Leads in the app. Go to the settings page of your app. You will see a button that says "View Leads", click on this.
A page will open that shows the leads for the event. You can click on the names to edit the leads or send another follow up. You can also remove leads from the app after an event is finished by clicking "Purge Sent Leads". This is meant for editing leads during the show, not necessarily following up post-show. We recommend importing leads into your CRM system or using the excel export for the follow up process.
A green checkmark next to the Lead means that it has been sent to Media Manager and can now be purged. If there is not a green checkmark, the Lead is waiting to be connected to a network to sync and won't be purged if purge is selected.
** This list will show all leads collected on the device, unless you "purge sent leads" after every show.