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Future Branches 2022
Dec 06, 2022 to Dec 08, 2022
JW Marriott Austin Austin TX
Future Branches 2022
Dec 06, 2022 - Dec 08, 2022
JW Marriott Austin, Austin TX
Using the portal, you can view a dashboard of the event, download your leads, and edit your user information.
DASHBOARD The dashboard displays a few charts that provide information on the leads collected at the event. Chart showing the number
of leads collected, plus the response to survey questions are displayed. You can export the chart as a PDF if you want to keep
if for your records, or email it to colleagues.
BROWSE LEADS This option lets you browse the leads that you have collected at the event and have been uploaded to our servers.
Normally the upload happens as you collect leads, but if you were offline, the leads will be uploaded when you have an Internet
connection and are logged into the SmartSource Lead Retrieval app.
To export the leads, press the Export button on the top of the spreadsheet. The following options are available -
Export To: The leads can either be exported in an Excel worksheet, or as Comma Separated Text (CSV). We recommend Excel if
you have access to a program that can read Excel files, otherwise the CSV file should work in most other programs.
Deliver As: The lead file can either be downloaded directly, or in a ZIP (compressed) file. A ZIP file will insure that
you have downloaded the complete file and should be used if you have collected hundreds of leads.
USER DETAILS Allows you to edit your contact information (used by our support personnel, if needed) and change your password.
