Viewing/Editing Leads (atEvent Hub)
TheatEvent Hub leads page is equipped with many useful features from robust sorting and filtering to deep customization of the view. Once you have mastered navigation and its associated tools viewing and editing leads becomes a simple task. Here is a summary of features covered in this article:
- Leads page overview
- Choosing data columns
- Customizing your view
- Sorting and filtering leads
- Editing lead data (Leads Page)
- Viewing/editing topics and follow-ups
- Editing lead data (Lead Interaction Details)
A. Leads Page Overview
Lead Interactions Screen
After scanning leads you can go to atEvent Central and view lead interactions and any associated error that might have occurred when syncing to your MA/CRM.
. At the top of the leads frames you will find the overall breakdown of status for lead scans:
a. Total Lead Interactions: The total number of lead interactions created for the event
b. Synced Lead Interactions: The total number of lead interactions that have synced to your
c. Sync Errors: The total number of leads that have failed to sync to your MA/CRM
d. Not Synced: Any lead interactions that have yet to sync to your MA/CRM or that are currently
in the process of syncing.
e. Sync Status: Next to each lead the sync status is displayed
Note: If you don't have an MA/CRM profile setup for atEvent your leads will remain in the default status of "Not Synced"
In this example 3 leads have been scanned, 1 lead has "Synced",1 lead has failed to sync with "Error" and 1 assigned a status of "Not Synced".
For further information on troubleshooting sync errors see Step 3 of the following article: Improved Lead Error Reporting
B. Choosing Data Columns
- You can choose which data columns appear by selecting them using the provided checkbox feature.
a. Start by clicking the “Columns” tab and a dropdown menu will appear
b. Select “Edit Columns” from the dropdown menu by checking or unchecking the columns that will appear in your Leads view
C. Customizing Your View
Custom views can be created by dragging-and-dropping columns via column headers. The following features are currently offered:
- Dragging-and-dropping a column to sort the order of data view
- Adjust column width by dragging the edge of the column header
- Columns can be pinned left or right via the hamburger menu adjacent to a column header
- Click the hamburger menu in a column header to reset the column view
This example shows how to select columns and then use the drag-and-drop feature for organizing your view:
D. Sorting and Filtering Leads
The filtering and sorting engine allows you to customize your lead data so that you can view and update lead information more efficiently.
Column Sorting Features
- Click once to sort ascending (↑)
- Click again to sort descending (↓)
- Click again and no sort order will be applied
To use sorting on more than 1 column at a time:
Mac - hold down the command (⌘) key when clicking on your second column header.
Windows - hold down the (ctrl+alt) keys when clicking on your second column header.
A numerical indicator will appear next to the ↑/↓ symbols to denote if the column is a primary sort, secondary sort, and so on.
Column Sorting Example
- In this example we have performed a mouse-over of the “Last Name” column. Notice how the field has become darker in color and delineated as a rectangle. A hamburger menu also appears on the right with a popup of the field name (Last Name)
2. If we click the column name (Last Name) an ascending sort is applied to the view. Notice the following:
a. An up arrow ↑ appears next to the column label (Last Name)
b. The records are now sorted in ascending order by last name
3. If we click the column name (Last Name) again a descending sort is applied to the view. Notice the following:
a. A down arrow ↓ appears next to the column label (Last Name)
b. The records are now sorted in descending order by last name
Note: By clicking the field a third time the sort function is removed.
Column Filtering Features
- Select and deselect values
- Use type-ahead search to find specific values
- Easily filter on any column, regardless of data type, including dates and numbers
- Quickly remove filters, simply deselect all, then select all
This example shows filtering leads based on these titles (CEO, CFO, Product Manager) and then downloading the CSV based on the filtered column view:
for more information on downloading CSVs see this video: Downloading a CSV
Tip: Column headers appear in blue if a filter is applied
E. Editing Lead Data (Leads Page)
Editing leads is a simple process when using the available tools.
- Double click, edit/update the text, and click enter to save
- Alternatively, select a cell, then use arrow keys to navigate; once focused on a cell, start typing an edit, and then hit enter and the edit will save successfully
Here is an example of editing lead data:
Next Section: Event Intelligence/Analytics