Lead Management Overview

How Leads Work in Conference Hero

Conference Hero's lead management system helps you capture, score, review, and follow up with every lead from your conference events.

Capturing Leads

Leads can be captured in several ways:

Lead Capture Link Page

• Business Card / Badge Scanning — Use the mobile scanner to capture business card data

• Manual Entry — Add leads directly from the Leads page

Customer Capture Page

This is a fully customizable customer-facing page - it captures basic information and allows the lead to leave a message. To customize it, use the Customize Page button in the Conference detailed view.

Lead Fields

Each lead includes: first name, last name, company, title, email, phone, notes, and capture method. Leads are automatically scored using your configured scoring rules.

Lead Temperature

Leads are classified by temperature:

• Hot — High-priority leads ready for immediate follow-up

• Warm — Interested prospects that need nurturing

• Cold — Early-stage contacts for long-term pipeline

Pipeline & Review

New leads enter a review queue where team members can review, categorize, and approve them before they enter your CRM. Use the review queue to ensure data quality and proper categorization.

Once approved, leads can be synced to HubSpot automatically.