Introducing Lead Capture: Empower exhibitors to capture leads effortlessly
Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance.
Introducing Lead Capture in Zoho Backstage to help exhibitors streamline the collection, qualification, and management of leads. So how can your exhibitors benefit from using this feature?
Manage access control
Stay organized by managing booth members and their access permissions, which can be set at the category level, giving you to have granular control over which exhibitors have access to the Lead Capture tool. Exhibitors can invite members and add their details on the go right from the mobile app. When adding booth members, assigning them a role—admin or member—will also tailor their access and provide them with the appropriate level of permission.
Capture leads instantly
Move away from manual data entry and improve exhbitor-attendee interactions with higher ROI for exhibitors. Leads can be added swiftly and accessed digitally using the mobile app. The My leads option in the left panel in an event can be used to open Lead Capture. A participant's QR code can be scanned to fetch their lead information. With two scanning options available—Quick scan and Scan and qualify—these details can be captured instantly.
Qualify leads with additional notes
With the Quick scan option, only the QR code needs to be scanned in order to save the lead to your list. The lead quality will automatically be set as hot. With the Scan and qualify option, simply review pre-filled lead details, rate the lead's quality, and provide any additional notes or insights about your conversation. Recording notes specific to each lead can empower exhibitors to tailor their approach for future follow-up efforts, increasing the probability of converting prospective leads to customers.
View collected lead summary
Lead reports can be viewed in real time as leads are captured at the event. Exhibitors can view individual lead profiles to get a comprehensive view of each attendee.
Booth members can filter and segment leads based on criteria such as lead quality and the booth member who captured the lead.
The lead list can also be kept up to date with the flexibility to edit saved information. Updates or corrections made to entered details will maintain its accuracy and relevancy. Also, when a particular lead no longer fits the desired customer profile, they can be deleted.
Securely export leads
Finally, you can safely export the lead list directly by email. As an enhanced security measure, the lead list is sent as a password-protected email attachment. Only booth admins will be allowed to export the report. This can then be selectively shared with the people who are authorized to access the information.
Equip exhibitors at your next event with Lead Capture and let us know how it went in the comments below. We're always looking for feedback on how we can improve our product to serve your needs better. You can also start a discussion about this in our community or write to us at support@zohobackstage.com for any product-related questions.
Happy organizing!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Tina Samuel
yaseen
Jithan Raghuraj
Sticky Posts
Important notice: Changes in sender domains
Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".Announcing Backstage OnAir, our in-house virtual events solution
These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexibleIntroducing the mobile app for event organizers
It doesn't matter if you're planning your first trade show or an annual executive retreat—organizing an event requires your undivided attention. This is especially true on event day, when things can quickly get out of hand. So how can you stay on top of everything happening at your event? Introducing the Zoho Backstage for Event Organizers mobile app, for Android and iOS—designed to improve and simplify your event management. Getting things started on time, checking in attendees on event day, followingAnnouncing Zoho Backstage: Your complete event management software
With just a few months till the event, you're still racking your brain. Did you advertise to the right audience? Is your event website design appealing? How will you keep attendees engaged and interested during sessions? It doesn't matter if you're organizing
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Account review. Does anyone still work here?
Are accounts still being reviewed? Mine has been under review for over two weeks now. I also created a support ticket and reached out on Twitter but never received any kind of response. Is this company still alive?Seamless and safe way to migrate all my hubspot forms to zoho forms?
Hi community! Our website (B2B consulting / market research), offers a wide variety of public report in PDF formats stored behind forms previously hosted via Hubspot. As we are migrating to Zoho Forms, I am facing an issue. Example: Form A (Report A),E-Mail Distribution List
How do I create an e-mail distribution list in Zoho Mail?Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)
When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know ofZia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets
Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticedZoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.
Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the originalSubforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMcrm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho Desk Community Module Reporting
I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?Zia AI capabilities now available in all paid editions
Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México
Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal delAlternate color rows
After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictableWorkflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salespersonCan we generate APK and IOS app?
Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanksPricelists
So we have them in books but I cannot find them in commerce?Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.Validation Rule Not Working for Mandatory Field in Zoho Blueprint
As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they statedWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillTicket id issues
When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.Une collaboration simplifiée grâce à l’interopérabilité des calendriers
L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprisesOverview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to updateFormat of data after export to spreadsheet
Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be doHow to add custom icons in Sites ?
I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you#21 Five Minutes Every Monday That Replace an Hour of Digging
Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs
Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actionsIntroducing the Employee Portal for internal job posting
Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employeesZoho Mail is down?
We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.Forwarding without verification
Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet toRequest to unblock user creation error (This user is not allowed to add in Zoho)
Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.comZoho Mail account blocked after malware incident – request for review and unblock
Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, includingcreating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an aliasIP Address blocked by many servers
hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. RegardsAutomatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (withoutWhat's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you canTime Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.Next Page