Events and team · Autessa Booth Capture
Event wrap-up
The event wrap-up in Autessa Booth Capture is the end-of-show report: where the leads stand (captured, followed up, still owed, replied, past deadline), how they rated, who captured what, how much of the registration list you met, how many reached the CRM, who is waiting on a reply and who is still owed a follow-up.
The problem
“How did the show go?” should have an answer the same night
Event ROI usually waits weeks for a spreadsheet. The wrap-up is ready the moment the booth closes, and it is a to-do list as much as a report: every lead still owed a follow-up is right there.
What you get
- A one-line headline and Copy summary to paste into chat or email.
- Where the leads stand: captured, followed up, still owed, replied, past deadline.
- How they rated: hot, warm, cold, unrated.
- Who captured what: N captured and N followed up per rep.
- Against the registration list: N of N registrants captured, See who was missed.
- In the CRM: N of N promoted to a contact.
- Waiting on a reply after 4 days, and Still owed a follow-up with Late and Hot badges.
How it works
How does event wrap-up work in Booth Capture?
- STEP 1
Open Wrap-up
From the header or the ⋯ menu, once there are leads.
- STEP 2
Read the headline
Copy summary for your team channel.
- STEP 3
Work Still owed
Open each lead and draft its follow-up.
- STEP 4
Check coverage
See who was missed from the registration list.
Every option
Wrap-up sections
| Option | What it does |
|---|---|
| Where the leads stand | Captured, followed up, still owed, replied, past deadline. |
| How they rated | Hot, warm, cold, unrated. |
| Who captured what | Per rep: captured, followed up. |
| Against the registration list | Registrants captured, with See who was missed. |
| In the CRM | Leads promoted to a contact. |
| Waiting on a reply | Followed up 4 or more days ago without a reply. |
| Still owed a follow-up | Up to 12 shown, with Late and Hot badges. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales rep | Capture, edit their view of a lead, add notes, voice notes and photos, rate leads and draft follow-ups. Capture is never restricted by role. |
| Sales manager | Everything a rep can, plus edit and delete leads, export CSV and archive events. |
| Administrator | Everything a manager can, plus delete events and manage the People directory. |
| Read only | See events and leads. |
Connected
How it connects to the rest of Booth Capture
FAQ
Questions about event wrap-up
Does Booth Capture have a trade show report?
Yes. The event wrap-up shows lead status, ratings, per-rep counts, registration list coverage, CRM promotion and follow-ups still owed. You can ask an Autessa agent to call or email the leads still owed a follow-up.
Is the wrap-up written by AI?
No. It is calculated from the event’s leads and follow-ups, so the numbers are exact.
Try event wrap-up at your next show
One report for the end of the show: captured, followed up, still owed, replied, past deadline, ratings, per-rep counts, roster coverage and CRM promotion.
100% customizable, code and all
Make Autessa Booth Capture fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours