Lead Retrieval FAQ

Check this first: Has your company’s team been claimed? Many issues will be resolved by ensuring that this important first step has been completed. Learn how here.

Q: How can I be made admin of my company’s team?
A: If you were not the first person to log in to the portal and claim your team, that person can grant you admin access from the Teams console, or app support (located in the same room as registration desks) can make that change for you. The only real advantage to being admin is the ability to manage other team members and their meeting calendars. You do not need admin status to view and export leads.

Q: I don’t see everyone from my company in the My Team portal, how can I add other reps from my company?
A: If additional reps were added to the exhibiting company’s staff AFTER the team was claimed they will appear in the MY TEAM portal as requesting to join the team. The team admin can accept them, or show support staff can. If the person is not showing up as a company member, show staff can help get them associated with the company. Usually it’s because they are registered as an attendee or other type by accident.

Q: Can MY TEAM be accessed from the mobile app?
A: MY TEAM is not natively supported in the mobile app, however we added a button to the mobile app home page (at the bottom) that opens the web-based version of the app and automatically logs the user in to facilitate claiming your company’s team onsite, since many exhibitors may not have access to a computer at the show.

Q: Why am I unable to take notes or give lead ratings?
A: This could be one of two reasons: 1) The team admin for your company should check the My Team section of the portal to see that you have been added as a team member by logging into the portal and claiming you, or 2) Be sure you are clicking on the lead (when you scan them your phone will vibrate and their name will appear on the bottom of your screen), then press Lead Details to access this section.

Q: How do I add lead qualification questions to badge scans?
A: For Medtrade 2025 we aren’t able to offer this functionality and suggest using the Notes field to gather any additional info you need.

Q: Where can I see everyone I scanned on my app?
A: On the mobile app home page you should see “My Scan List” below the lead capture/badge scan button at the top. This will display all leads scanned in alphabetical order. However, if internet connection is weak, you may not see all your scans until you have a better connection.

Q: Where can I see all of the leads every person in my company’s booth has scanned?
A: By logging into your company’s portal in a browser and clicking on “MY TEAM” in the upper right you can view and export all lead contacts your booth has accumulated through not only badge scans, but also mutual connection requests and accepted meeting invites. This will also show you who performed each scan.

Q: What happens if there is no/bad internet connection?
A: The lead capture system works offline. Exhibitors can scan badges and capture leads without an internet connection, and the data will automatically be available once the internet connection has been restored.

Q: We never claimed our company’s team, can I do it if I’ve already scanned badges?
A: Yes! Even if you claim your team later in the show or post-show, all your leads will flow to the portal for export whenever you claim the team. You can even go back into scans and add ratings and notes!

Q: How do I get my leads?
A: Follow these steps to export your leads:

• Log back into https://discover.medtrade.com in a web browser.
• Look for the MY TEAM button in the upper right corner, click it.
• It will open a different navigation across the page, export is on the far right.
• Click it and select export connection data.
• Click and select either an XLS or CSV file. Make your selection.
• When done compiling the button will turn green and say Download. Click to download.

Q: When I export my leads, why don’t any of them have address info?
A: Currently, our system does not bring in address info. If address info is required, please send an email along with your lead export file to [email protected] post-show and we will run it through our system to add addresses and return to you.

Q: How long will exhibitors have access to their leads post event?
A: Exhibitors will have access to their leads for 30 days after the event. Please be sure to download leads prior to the 30-day deadline.

Can’t find your answer here? Please visit the help desk located near Exhibitor Services at the back of the 400 aisle, or email [email protected].