Set the lead qualification questions

Qualification questions are what booth staff fill in about a lead after scanning. They are edited in the Form builder, not on the Leads page.

Steps

1. Open Form builder.
2. Switch the mode at the top to Lead capture questions.

   

3. Add, edit, reorder and delete questions — see Add a question.
4. Save.

What is always there

Four things are built in and shown as always-on:

• Attendee details — from the scan.
• Rating, 1 to 5.
• Temperature — hot, warm or cold.
• Notes.

Do not recreate these. For many events they are enough on their own.

Adding your own

These questions are shared across every exhibitor, so they must make sense at any booth. That constrains what is useful.

Questions that work:

• Timeframe — "When are they looking to buy?" with options like this quarter, this year, just researching.
• Role in the decision — decision maker, influencer, researcher.
• Follow-up requested — send information, book a call, no follow-up.

Questions that do not work:

• Anything specific to one exhibitor's product.
• Anything long. Booth staff are standing up, holding a phone, with someone waiting.

What happens next

Questions appear in the capture app for every exhibitor. Answers are attached to each lead and included in the exhibitor's export and yours.

Common problems

You cannot find where to edit them. Form builder, lead capture mode — not the Leads page.

Exhibitors want their own questions. Not supported; the question set is shared. They can use the Notes field for anything specific.

Answers are blank. Staff skipped them. Only the scan itself is required. Fewer questions gets better completion.

A question makes no sense for some booths. Keep questions generic enough for every exhibitor.

Exhibitors want to change the questions themselves. They cannot. This is yours to set.