Expo Pass

You'll want to invite colleagues that are also attending the event to your company profile!

Add/Manage Exhibitor Users - Mobile App

How to add and manage the users for your company as an exhibitor.

Add/Manage Exhibitor Users - Web

Create custom qualifiers to gather additional information from badge scans.

Create Qualifiers in Lead Retrieval App

This is how you will capture those leads!

Scanning Attendee Badges

Turn your leads into a downloadable CSV file to share with your team!

Download Leads: During Event

If you are scanning leads, and they're not syncing, follow these steps.

What To Do When Lead Retrieval Data is Syncing

Kacie Ferguson

Alaina Ingram

Lead Retrieval Basics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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