XPO Leads App Help

The XPO Leads App

Important:
If your company has purchased use of the app for this show, users can be added via your website Exhibitor Portal. If you are the user that manages this, please see the XPO Leads Management Portal guide.

Logging In

When your company registers you for the app, you will receive an email prompting you to set a password. Once you have done so, you will be able to log in to the app straight away, using your email address as your username. If you have forgotten your password, follow the steps by clicking the Forgot password? button to set a new one.

Once logged in, you will be prompted to select a show. Shows that have already run can be accessed to update notes or export lists of leads as spreadsheets.

Using the App

After logging in, you will be presented with the main screen of the app. Any scans you have already made for a show will be listed here. You can amend notes for existing scans by tapping on their name, and quickly call or email them by tapping the respective button.

Tip:
Your leads need to sync to the internet to be able to export them after the show - the green dot in the corner of each scan indicates its sync status. If your leads aren't syncing, please check your WiFi/Mobile Data connectivity.

 

 

Scanning Badges

Tap the "Scan QR Code" button to launch the badge scanner (your phone might ask for permissions the first time you try). When a badge is successfully scanned, a screen with the visitor's details will be presented, where you can also take text notes and answer questions set up by your company in the Management Portal.

Viewing Your Team’s Leads

Leads scanned by the rest of your team can be toggled with the switch in the top right corner of the main page. Scans made by other members of your team will be indicated by a circle containing their initials.

Exporting Leads

You can export scanned leads at any time by selecting the ⋮ button on the app's main screen, then selecting "Export Leads". Doing so will send you an email with your company's leads attached as a spreadsheet. The email typically takes 5 to 10 minutes to send.

Changing Shows

If you find yourself logged in to an old show, press the below button to return to the show selection menu.