Events and team · Autessa Booth Capture
Team capture
Booth Capture is built for booth teams: every rep captures into the same event, each lead shows who captured it, and colleagues’ captures appear on everyone’s phone on their own. Today’s leads lists today’s captures with a quick Add note, so reps can catch up during a lull.
The problem
Every rep has their own spreadsheet after the show
When each rep captures into their own app or notebook, the event never has one list. Booth Capture gives the whole team one shared event, with attribution, so the manager sees everything and reps see each other’s work.
What you get
- One shared event for the whole booth team.
- “Captured by X” on leads someone else took.
- Colleagues’ captures and follow-ups appear in the background, about every 25 seconds.
- Today’s leads with a quick Add note, and Still sending for pending captures.
- Leads grouped Last hour, Earlier today, Yesterday, then by date.
- Search this event, plus Today and Follow-ups filters.
- Hand a phone over: “Not you? Sign out.”
How it works
How does team capture work in Booth Capture?
- STEP 1
Everyone opens the event
Share a link to the event, or pick it from the chip.
- STEP 2
Capture all day
Each capture is attributed to its rep.
- STEP 3
Catch up in a lull
Today’s leads: add a note to each while you remember.
- STEP 4
See the team’s work
Pull to refresh, or wait for it to appear.
Every option
Team views
| Option | What it does |
|---|---|
| Today | Filter to today’s captures. |
| Follow-ups | Leads that need one, with N already done. |
| Search | Search this event. |
| Today’s leads | Today’s captures with quick Add note. |
| Background sync | About every 25 seconds. |
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 team capture
Can a whole booth team use Booth Capture?
Yes. Everyone captures into one event, leads show who captured them, and colleagues’ captures sync in the background.
Can two reps share one phone?
Yes. Use Not you? to hand the phone over to another signed-in rep.
Try team capture at your next show
The whole booth team captures into one event with per-rep attribution, colleagues’ captures appearing on their own, and Today’s leads for quick notes.
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