Dashboard

Overview

Live across your active events

{{ closeoutName }} needs close-out

Active events

Assigned reps

Total leads

Hot leads

Leads by event

Event	Dates	Status	Reps	Goal progress
{{ e.name }} {{ e.type }}	{{ e.dates }}	{{ e.status }}	{{ e.reps }}	{{ e.goalCap }}

Top collectors

{{ r.pts }} pts · {{ r.event }}

{{ r.count }}Leads

Quick look

Dealership types

Product interest

Priority mix

Setup

Events

Create the shows your team is working. Each event carries its own type, goal, qualifier set and close-out.

Active & upcoming

Archived

Event	Type	Dates	Status	Goal	Reps	Leads
{{ e.name }} {{ e.location }} · {{ e.booth }}	{{ e.type }}	{{ e.dates }}	{{ e.status }} {{ e.dueLabel }}	{{ e.goalCap }}	{{ e.reps }}	{{ e.leads }}

Event	Type	Dates	Leads	Goal	Total cost	Cost / lead	Data
{{ e.name }}	{{ e.type }}	{{ e.dates }}	{{ e.leads }}	{{ e.goalCap }}	{{ e.cost }}	{{ e.cpl }}	{{ e.retention }}

Archived events keep only the summary above. Detailed lead PII is purged after the retention window — export before closing.

Team

Users & Codes

Set each person's default role, create their login, and assign a collector number per event. Override a role for a single event when needed.

Name	Email	Default role	Login PIN	Event assignments (role · #)	Status
{{ u.initials }} {{ u.name }}	{{ u.email }}	{{ u.role }}	{{ u.pin }}	{{ a.text }}	{{ u.status }}

Setup

Custom Qualifiers

The tap-chips reps see on the capture screen. Reorder, add, edit or remove — per event.

Data

Leads & Export

Filter, review, export. Every field always exports a column — even when blank. City/State separate; name splits first/last. Export is Manager & Admin only.

Name	Phone	City / State	Type	Interest	Priority	Touches	Collected by
{{ l.name }} {{ l.email }}	{{ l.phone }}	{{ l.cityState }}	{{ l.dealer }}	{{ i }}	{{ l.priority }}	{{ l.touches }} 2×	{{ l.by }}

Automation

Reports & Digests

Pull a report any time, or schedule a recurring email digest per event to the people who need it.

Schedule

Send every

Recipients

{{ r.email }}✕

Digest preview

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{{ digestLeads }} leads · {{ digestScans }} scans · {{ digestHot }} hot
Goal: {{ digestGoal }} — {{ digestProgress }}
Leading: {{ digestLeader }}

Scans per rep

{{ d.name }} — {{ d.count }}

Reference

Help & FAQ

Quick answers for running the system.