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Gallery and Your Notes

Two extra ways to capture things on mobile that aren’t a lead conversation — general photos, and a private scratch space for yourself. Neither one is processed by Rev.
Scan is for business cards — it runs OCR and expects a card. Gallery is for everything else: booth setup, a whiteboard sketch, a group photo, swag, signage, anything worth keeping a record of.
  1. Tap the Gallery button in the lead composer (or in a specific lead’s composer, to attach the photo there).
  2. Take a photo or choose one from your camera roll.
  3. Add a short caption.
  4. Save.
The photo posts to the lead’s activity timeline as a simple entry — an audit record, not something Rev reads or reasons over. Only a compressed copy ever leaves your phone; there’s no “download original” anywhere in BoothRev, so if you need the source-quality image, it only ever existed on your device.

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Your Notes: a private thread just for you

Above your lead list on mobile, you’ll see a pinned Your Notes row — always there, independent of whatever filter you have selected. Tap it to open a private, per-event scratch thread that looks like a chat: text, voice, and Gallery photos, in whatever order you add them. This is not a lead. There’s no Scan, Scorecard, Follow-up, or Meeting button here — nothing here is a confirmed prospect. Use it for anything you want to keep track of during the event that isn’t tied to one specific conversation: a reminder to yourself, a thought about the booth traffic, something to bring up with your event owner later.

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What’s private, and what isn’t

  • Text and voice messages in Your Notes are private to you, always. Your event owner and Field Marketing Manager never see them — not in the app, not in any export or dashboard.
  • Photos are the one exception. A photo you add to Your Notes shows up on your event owner’s Event Dashboard Gallery tab, tagged as “<your name> · notes” — the same place every lead-attached photo from the event lands.
Every message bubble in the thread is labeled so you always know which rule applies: a “Private” tag on text and voice messages, a “Visible to your EO” tag on photos.

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Where photos end up

  • Event Dashboard → Gallery tab (event owners and above): every photo captured at the event, whether it’s attached to a lead or to someone’s Your Notes thread, tagged by source.
  • Lead detail → Gallery tab (web, read-only): just the photos attached to that one lead. Photos are mobile-captured only — there’s no way to add one from the web app.

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What Rev does with any of this

Nothing. Gallery photos and Your Notes content are deliberately never sent to Rev for analysis — they don’t factor into priority, ICP fit, scorecard assessment, or a follow-up draft. If something in Your Notes turns out to matter for a specific lead, add it as a regular note on that lead instead.