CRM: View individual attendee’s account

Step 1: Manage profiles easily and communicate with them effectively using well-organized personal activity data at your fingertips.

Type in the attendee’s name or email address, or the company’s name or the ID to search for their account

Step 2: LEFT SIDE

• Account Profile which is editable if necessary to change any information
• Login Detail. It will be auto-hidden and to show the passcode or QR code simply click on the Show button
• Account status: whether they have logged in and whether they have confirmed their time availability
• Account status on the platform: eg. if they are an active participant or not attending the event

Step 3: RIGHT SIDE

• View the attendee’s received/sent meeting requests and their confirmed meetings
• View the attendee's traffic which is the impression and views of the account
• View the conversation analysis which will show the account's meetings detail such as Onsite Meeting, Virtual Meeting, Request Received, Sent, etc
• Communication that been sent out to the particular account
• Account's activity which will record of login activity
• View the Leads Scan data

• View the conversation analysis which will show the account's meetings detail such as Onsite Meeting, Virtual Meeting, Request Received, Sent, etc

• View the Leads Scan data

If you want to read related information, here are some suggested reads:

• CRM: Company View
• CRM: Manage your Meetings
• CRM: Manage Individual Account Analytics