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Chapter 4: Contact & Lead Management (Web)

The Contacts section is your central hub for reviewing all leads captured across every event.

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4.1 The Contacts List

Navigate to Contacts from the main menu. The table shows all contacts with name, company, phone, email, website, lead score, event, and assigned list. Filter by Hot / Warm / Cool tabs, or click Filter for advanced options.
  • Lead Score — 0–100, automatically calculated from qualification answers.
  • Hot / Warm / Cool — The three quality tiers (customisable labels).
Contacts list — all captured leads with scores, event tags, and row actions ▲ Contacts list — all captured leads with scores, event tags, and row actions

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4.2 Adding a Contact Manually (Web)

Click Create Contact in the top right. Fill in name, company, email, phone, and any other details. Qualification questions can be answered in the form or filled in later. Add New Contact form — manually enter lead details from the web portal ▲ Add New Contact form — manually enter lead details from the web portal

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4.3 Bulk Actions on Contacts

Select contacts using the checkboxes on the left. The bulk action panel appears. Available bulk actions:
  • Export — Download selected contacts as CSV or Excel.
  • Add to List — Assign contacts to a list or create a new one.
  • Add Tag — Apply a shared label to multiple contacts.
  • Delete — Permanently remove selected contacts.
  • Send Email — Compose and send an email to all selected contacts.
  • Share Digital Card — Send your digital card to all selected contacts.
  • Share Content — Send a digital asset to all selected contacts.
  • Export to CRM — Push selected contacts to HubSpot or Salesforce.
Bulk action modal — select contacts and choose from 8 available bulk operations ▲ Bulk action modal — select contacts and choose from 8 available bulk operations

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4.4 Lead Enrichment & Review

Lead Enrichment automates the process of completing and updating contact profiles. Instead of relying solely on minimal badge scan details (often just a name and basic email), BoothMaven enriches records with deep firmographic and professional intelligence — including verified corporate titles, seniority levels, official company domains, LinkedIn profiles, employee headcounts, and industry classifications.

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How Enrichment Works

  1. Triggering from Contacts List — Check one or more contacts in the Contacts table, click Bulk Actions, and choose Enrich. You can also trigger enrichment for an individual contact by clicking the Enrich button on their contact profile card.
  2. Credit Consumption & Quota Tracking — Enrichment draws from your plan’s monthly credit quota (max_credits_for_contact_enrichment). The table header displays a real-time badge (e.g., “120 / 500 credits left”). If your monthly limit is reached, an alert prompts you to upgrade or wait until the next billing cycle.
  3. The Enrichment Review Dashboard — Navigate to Contacts → Enrichment Review (or /leads/contacts/enrich/list). The review table organizes all pending and completed enrichment requests. Filter tabs let you view:
  • All — Complete history of enrichment requests.
  • Under Review — Contacts with newly retrieved enrichment data waiting for your review.
  • Needs Attention (Low Match) — Records where automated matching found borderline confidence scores, requiring manual verification.
  • High Match — Records with high-confidence corporate matches ready for immediate application.
  1. Side-by-Side Review Modal — Click Review on any contact row to open the comparison modal. The interface displays your original captured data alongside the newly discovered enriched data field-by-field (Title, Company, Website, Phone, LinkedIn, Location, Industry). Check or uncheck individual attributes, click Apply Selected, or click Apply All Enriched Fields.
📸 Lead Enrichment Review & Modal Insert screenshot of the Enrichment Review table and side-by-side comparison modal showing current vs enriched values. Run Lead Enrichment before syncing to HubSpot or Salesforce so your CRM receives complete, enriched account records without manual data research.
Use Export to CRM after the show to instantly sync qualified leads into your sales pipeline without manual data entry.