Managing Leads
As an event owner, you can take actions on any lead in your event — not just your own. This lets you fix issues as they come up, without waiting for a rep to do it.Confirming a lead’s email from the web
If a rep captured a lead without an email address, you can confirm it from the web inbox.- Open the lead from the Leads queue — it’s labeled Email needed.
- Click Confirm and claim in the lead header.
- Enter the email address.
- Click Confirm.
Adding notes from the web
You can add a note to any lead in your event directly from the web inbox. Open the lead. Use the note composer at the bottom of the left column to type your note and click Add note. The note appears in the activity timeline immediately. This is useful when you have context from a conversation that a rep didn’t capture, or when a colleague passed on information after the event.Running Rev on a lead
Rev’s analysis and its follow-up draft are separate, explicit steps:- Click Analyze with Rev (or Re-analyze, once new context has come in) on the Scorecard Data tab to get priority, ICP fit, summary, next steps, scorecard assessment, pain points, topics, and rapport notes. Rev may take a few seconds.
- Click Generate Draft (or Regenerate Draft) in the follow-up panel to get the actual email. This never runs automatically — you always trigger it yourself.
Running Rev on multiple leads
Use the New/Updated filter in the Leads queue to show only leads that haven’t been analyzed or have new context. Select the leads you want, then click Analyze N with Rev. A progress indicator shows you how many are done.Marking a lead No Show
If a pre-registered attendee never showed up, or the conversation didn’t actually happen, mark the lead No Show — individually from the lead detail page, or in bulk from the inbox. No Show leads are skipped by Rev’s analysis and draft stages, so they don’t clutter your qualification numbers. Marking a lead No Show is reversible, and the change is recorded in the activity timeline either way.Duplicates
BoothRev flags potential duplicates when two leads appear to be the same person. You’ll see them in the Duplicates queue.Reviewing a duplicate group
Open the Duplicates queue. Click a flagged lead to see the duplicate group. Each group shows both leads side by side with their details and which rep captured each one. “Captured by” shows you which rep owns each lead so you can factor that in.Merging
Select which lead to keep as the primary record — this is the “survivor”. BoothRev moves all the notes, activities, and tags from the other lead into the survivor, and archives the duplicate. The survivor is flagged as updated. Re-analyze it with Rev when you’re ready to incorporate the merged context.Releasing without merging
If the two leads are actually different people (same name, different company), click Release to remove the duplicate flag. Both leads return to the Leads queue independently.Reassigning a lead’s owner
If the rep who captured a lead has left the team or changed roles, you can hand the lead to someone else without waiting for them to do it.- One lead: Open the lead and click Reassign (or Assign owner, if it doesn’t have one yet) next to “Captured by” in the header. Pick the new owner.
- Multiple leads: Select leads with the checkboxes in the Leads queue and click Reassign N. There’s also an Unclaimed pre-reg quick-select for leads that came in from a pre-registration import and were never claimed by a rep.