Troubleshooting Common Lead Retrieval Issues in Expo Pass
Lead Retrieval is a vital feature in Expo Pass, allowing Exhibitors to capture attendee information quickly. However, users might encounter challenges even after purchasing the Lead Retrieval service. This guide will help you troubleshoot common issues and access the scanner effectively.
Why Leads May Not Be Retrieved
There are several reasons why lead data may not appear in your account:
No Badge Scans Recorded: If no badge scans are completed under your account, there won’t be any lead data to retrieve. Ensure that: - Badge scans are performed during the event. - All sales representatives who participated in badge scans have records linked to their Expo Pass accounts. Without these scans, data retrieval is not possible.
Account Setup Issues: For proper functionality, event representatives must create and use their Expo Pass accounts to log into the mobile app. If account creation or access is skipped, scanning and lead retrieval won’t work.
Troubleshooting the Scanner Not Appearing
If your team notices that the scanner functionality doesn't appear in the Expo Pass app, follow these steps:
Ensure the user has Lead Retrieval access.
Force close the mobile app and reopen it. This step prompts a data synch ensures that permissions are updated, and the scanner feature will usually appear once the re-login process is completed successfully.
By following these steps, most issues with Lead Retrieval access can be resolved effectively.