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Exporting Leads

Exporting your Leads

  1. Go to "YourConferenceSite".zerista.com
  2. Click on the name of the Company / Exhibitor that you wish to export leads via the drop down-menu at the upper right:

     

  3. Click on the Leads tab

     

  4. Click on Export Leads

     

  5. Wait about 5 minutes and you should receive an email with a .csv file attached with all of your leads. The file will include contact information, any notes you took, who scanned the lead, what time, and much more.

 

 

 

**NOTE - This must be done from the conference website. There is currently no option to do this from the app.

 

For instructions on how to send your phone database to Zerista if you can not see all of your leads, please click here.

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