LeadR Administration

LeadR Administration

How do I manually add a new company and generate their keys?

  • Click Dashboard
  • Click your Exhibitor Lead Retrieval module
  • Click on the link for LeadR Admin Key Management near the top under the Front End Landing Page link

  • Click Add Company

  • Enter a Company Name, then Click Add Company button
  • Next, Click Add Key to add the Number of Keys the company is requesting by clicking the Quantity arrows to increase the number
  • Click Add Keys
    • On the screen, the corresponding number of keys will be generated
  • Click Instruction Letter, then click the View Letter button next to the company you added
    • This will generate a PDF file that you can download and print out or email containing step-by-step instructions and list of corresponding keys.

Sample of Letter

How do I print / re-print the Instruction Sheet for a company using our Lead Retrieval app?

Note: If you have already generated your keys and instruction sheets for existing companies. You can re-print the instruction sheet for the Company.

  1. Click Dashboard
  2. Click your Exhibitor Lead Retrieval module
  3. Click on the link for LeadR Admin Key Management near the top under the Front End Landing Page link
  4. Click on Instruction Letters
  5. Click View Letter button next to the company you added
    • This will generate and download a PDF file to your computer that you may re-print or re-email.

How do I look-up or get a list of a company's keys?

  1. Click Dashboard
  2. Click your Exhibitor Lead Retrieval module
  3. Click on the link for LeadR Admin Key Management near the top under the Front End Landing Page link
  4. Click Manage Keys
  5. Select the Company Name from the dropdown list
  6. Click View Company button
  7. On-screen a list of keys will be displayed
    • You may also click Export Keys button to generate an excel list of the keys (Paid and Unpaid) which may be printed or copy and pasted into an email

How do I get a list of all generated LeadR Keys?

  1. Click Dashboard
  2. Click your Exhibitor Lead Retrieval module
  3. Click on the link for LeadR Admin Key Management near the top under the Front End Landing Page link
  4. Click Export All Keys
    • This will create and excel file of all keys that you can download and print.

How do my exhibitors obtain their Lead Retrieval data?

  1. Your Exhibitors will be able to download their lead retrieval information collected by each key by clicking on this URL: https://www.xcdsystem.com/leadr/download/
  2. Then they must enter one of their Keys and they will be able to access the information collected from that specific key.