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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.

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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 sits in your Drafts tab and no follow-up draft is prepared. Once you confirm it, Rev gets to work on the draft. How to confirm:
  1. Open the lead.
  2. Tap Confirm email in the header.
  3. Enter or verify the email address.
  4. Tap Confirm.
The lead moves to your Inbox. You’ll see the follow-up draft appear shortly after. If you entered an email when you first captured the lead, you may be prompted to confirm it rather than enter it again.

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Setting intent

Intent is your read on how interested this person is. It’s your signal, not a calculated score.
  • Hot — Strong fit, high interest, agreed to next steps.
  • Warm — Interested but not urgent. Worth following up.
  • Cold — Polite conversation, low fit or low interest.
Tap the intent chip in the lead header to set it. You can change it any time. Setting intent helps your event owner prioritize the inbox and helps BoothRev’s AI assess the lead correctly.

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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
Notes are added to the lead’s activity timeline and are read by Rev when it drafts the follow-up.

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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.

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LinkedIn

If the prospect has a LinkedIn QR code on their badge or phone, you can capture their LinkedIn profile link directly. Tap the LinkedIn button in the composer bar and scan the QR code. BoothRev saves the link on the lead and shows it as “View on LinkedIn” in the activity timeline. Tapping it opens LinkedIn directly. This works offline. The link syncs when you reconnect.

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Scorecard

If your event owner has set up a scorecard, you’ll see it as a button in the composer bar. Tap it to fill in the qualification questions your team has agreed on — things like company size, budget, timing, or buying authority. Your event owner sees the scorecard data alongside every lead. It’s how qualification happens at the booth instead of in a spreadsheet afterward.

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Activity timeline

The activity timeline at the bottom of the lead page shows everything that’s happened: notes you’ve added, voice transcripts, the card scan, intent changes, email confirmation, and the follow-up draft. It’s a running record of the lead’s history. You can’t delete or edit timeline entries. This is by design — it keeps the record honest.