Follow-up · Autessa Booth Capture
Shared follow-up ledger
Autessa Booth Capture keeps a shared follow-up ledger for the whole booth team: every draft, hand-off to mail, follow-up and reply is recorded on the lead, and anyone about to write again sees “<who> already followed up on <date>.” first.
The problem
The visitor gets three “great to meet you” emails
Booth teams share leads. Without a shared record, two reps follow up with the same person, or a manager re-sends after the person already replied. The ledger is the single answer to “has anyone written to them?”
What you get
- Records Drafted, Handed to mail, Sent, Replied and Failed for each lead.
- Warns before a second follow-up and when they have already replied.
- Follow-up state shows on every lead row.
- Follow-ups filter on the event: “Showing follow-ups” with “N already done.”
- Feeds the wrap-up: followed up, still owed, replied and waiting on a reply.
- Carried onto the CRM contact as activity.
How it works
How does shared follow-up ledger work in Booth Capture?
- STEP 1
Someone follows up
Draft saved, or handed to mail.
- STEP 2
It goes on the ledger
Who, what and when, visible to the team.
- STEP 3
Everyone sees it
On the row, in the wrap-up and in All leads.
- STEP 4
A second writer is warned
Before drafting again.
Every option
Ledger entries
| Option | What it does |
|---|---|
| Drafted | A Gmail draft was saved. |
| Handed to mail | Opened in another mail app. |
| Sent / Followed up | The follow-up went out. |
| Replied | They wrote back. |
| Failed | The follow-up did not go through. |
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 shared follow-up ledger
How do I stop two reps emailing the same booth visitor?
Booth Capture’s shared ledger records every follow-up and warns the second person before they draft another one.
Can I see who followed up?
Yes. Each lead shows its follow-up state, and the CSV export includes Followed up by and Followed up at.
Try shared follow-up ledger at your next show
Every draft and follow-up goes on a shared ledger, so the team sees who already wrote and nobody emails the same person twice.
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.
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