Lead capture · Autessa CRM
Event leads from Booth Capture
Event leads from Autessa Booth Capture land on the event’s roster in Autessa CRM. Filter To process, In the CRM, Dismissed or Everyone, see who captured each person and the badge photo, then Create contact, Link to this (an existing contact) or Dismiss. Booth notes, voice notes, qualification and follow-ups are carried onto the contact.
The problem
The trade show export, cleanup and import
Most teams spend the week after a show cleaning a spreadsheet of badge scans. Autessa CRM and Booth Capture share the event, so leads are waiting for triage before the booth is packed, and nothing from the conversation is lost.
What you get
- Roster filters: To process, In the CRM, Dismissed, Everyone; Captured by.
- Columns: person, title, company, state, follow up, came in (badge scan, imported, added by hand), captured by, booth follow-up, email, when.
- Actions: Create contact, Link to this, Dismiss, Put back on the list, Open contact.
- Need, authority, timeline and agreed next step are copied as notes.
- Booth notes and voice notes are carried over; booth follow-ups are logged as touches.
- One event record shared with Booth Capture; renames carry through.
- Settings → Integrations shows Booth Capture on or off.
How it works
How does event leads from booth capture work in Autessa CRM?
- 1
Capture at the booth
With Autessa Booth Capture.
- 2
Open the event campaign
The roster lists everyone captured.
- 3
Create, link or dismiss
With the badge photo and booth notes beside you.
- 4
Follow up
Email everyone, nurture a slice, or cards to a few.
Every option
Roster actions
| Option | What it does |
|---|---|
| Create contact | A new contact with booth history. |
| Link to this | Attach to an existing contact. |
| Dismiss | Not kept; Put back on the list undoes it. |
| Came in | Badge scan, imported, added by hand. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about event leads from booth capture
How do trade show leads get into Autessa CRM?
Booth Capture leads appear on the event’s roster to create as contacts, link to existing ones or dismiss.
Is the booth conversation kept?
Yes. Notes, voice notes, qualification and follow-ups are carried onto the contact.
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