Lead Detail
The lead detail page is where you manage everything about a single contact. You reach it by tapping any lead in your list.Confirming the email address
This is the most important step in the entire process. Confirming the email tells BoothRev that this is a real person with a real address. Until you confirm it, the lead shows as Email needed in your leads list. Confirming clears that label — Rev’s analysis (ICP fit, priority, and everything else) and the follow-up draft are separate steps you (or your event owner) trigger explicitly once you’re ready for them. How to confirm:- Open the lead.
- Tap Confirm and claim in the header.
- Enter or verify the email address.
- Tap Confirm.
Adding notes
Use the note composer at the bottom of the lead page to add context from the conversation. Good notes describe:- What the prospect is currently dealing with
- What they asked about or reacted to
- What you agreed to do next
- Anything that would help you write a better follow-up
Meeting Agreed
If the conversation ended with an agreed next meeting, tap Meeting Agreed and enter the date. This flag appears in the event owner’s view and feeds into the event’s pipeline metrics. It also tells Rev to reference the meeting in the follow-up draft. Meeting Agreed isn’t locked to whoever set it — any rep assigned to the event can update it, since a colleague sometimes finds out about a meeting you booked, or has to reschedule it. You’ll see whose name is attached to the current date next to the button. If you try to save a new date over someone else’s, BoothRev warns you first (“<name> already booked a meeting for <date>. Saving will replace it.”) and the save button relabels to Replace meeting — it’s a warning, not a hard block, and the prior date and who set it stay in the activity timeline either way.