Once you have purchased the Lead Retrieval by Attendify, inviting booth staff is an easy and simple process. Also, you can invite as many members as you need, this is covered by one lead retrieval license.
- Open your Leads dashboard and select Booth Staff > + Add Staff Member
- Fill in the email address and name of the staff member. Then click "Invite".
To resend or delete the invitation just click the ellipsis button next to the profile.
After the invitation is sent, the staff member will receive an invitation email with instructions on how to proceed.
Managing booth staff members
After the invitations are accepted, you can assign the Roles to each Staff member:
Owner: Is the person who originally purchased the Leads app. Owner's profile can't be deleted and the rights can't be transferred to any other user.
Admin: Has the rights to invite other staff members, assign Roles, see and manage all the leads scanned by all Staff members.
Member: Can see only the leads scanned by them.
To give Admin rights/demote to Member click on the ellipsis button next to the profile:
For more info on how you can use the Lead Retrieval solution please visit this page.
Make sure you have downloaded the app, you can use these direct links:
- iOS: https://itunes.apple.com/ua/app/attendify-leads/id1156098304?mt=8
- Android: https://play.google.com/store/apps/details?id=com.attendify.leads
The minimum requirement is iOS 9.0 and Android 4.1. The app is also compatible with tablets.
Have further questions about inviting booth staff? Reach out to us at firstname.lastname@example.org or chat with us on any Attendify web page.