Reading your event's Summary
The Summary tab is your event's home base. It's the first tab that opens when you land on an event, and it gives you a quick read on what's happening — how many leads have been captured, who checked in, which qualifiers are showing up most, and who on your team is contributing.
Think of it as a scoreboard plus a set of shortcuts to the deeper views.
The scoreboard row
Three counts across the top:
Leads Captured — every lead added to this event, whether by scan, manual entry, CSV upload, or API. This is the raw capture number.
Total Leads — the same, plus registrants who flowed in from Host but haven't been captured face-to-face yet. If you're running a hosted event with pre-registration, Total Leads runs higher than Leads Captured until you start checking people in and scanning.
Check-Ins — how many leads have been checked in at the event or an activation.
For the underlying capture flow, see How to capture a lead. For check-in specifically, see How to check in leads.
Leads by Qualifiers
Breaks down your captured leads by the qualifier values reps have applied. You pick which qualifier drives the chart from the Lead Type dropdown in the top-right of the card.
Use this to spot lead-mix patterns during the event — if 80% of your leads are marked "just browsing" and only 10% are "hot prospect," that's actionable information you'd rather know on Day 1 than in a post-event debrief.
To change what "Lead Type" means for your org, see Configuring qualifiers.
For applying qualifiers to leads during capture, see How to use qualifiers to manage leads.
Top Lead Generators
Ranks your team by capture volume during this event. Useful for spotting who's on the floor, who's crushing it, and — during the event — who to check on if their numbers are low.
For richer per-rep analytics (engagement rates, follow-up speed, qualifier completion), open the Insights tab after the event. See How to see my event's ROI.
Event metadata (top-left)
Above the tabs, the event's basic info sits in one row: date range, location, category, activations, and assigned users. Use the pencil icon to edit any of it.
How to add an event — creating one from scratch
How to assign users to an event — putting reps on the roster
Managing activations within an event — the ACT/booth/session structure
When you'd use the Summary tab vs. other tabs
During the event — Summary. Quick read on how it's going, who's on the floor.
Right after the event — Insights (see event ROI). Full post-mortem with ROI, follow-up speed, activation performance.
Reviewing individual leads — Leads tab, or My Leads as an individual rep.
Setting up before an event — Planning, Users, Qualifiers, Content, Activations tabs. See How to prep for your upcoming event.
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