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Onboarding Step-by-Step Guide
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Step 1:
Log in with your Exhibitor ID and Profile ID. You'll find these in your Converge+ onboarding email (subject line: Action Required: Complete Your Converge+ Set Up). -
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Step 2:
Update your contact details (if needed). -
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Step 3:
Add your company logo and company description. -
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Step 4:
Upload your marketing assets to quickly share while you're at the show. These can be sent in follow-up emails right from the show floor. -
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Step 5
Add products & services info to quickly share while you're at the show. These can be sent in follow-up emails right from the show floor.
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Step 6
Connect to your CRM to automatically sync leads, conversation recordings, and notes directly into your system. -
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Step 7
Assign your licenses to your team. Each person who is scanning at the show requires a license. Simply enter their email address so they can activate their licenses. -
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Step 8
Review and edit the consent & legal disclaimer. Recording conversations requires consent. You will see our standard consent disclaimer and can edit it if you need to customize it for your company. What you enter here will be displayed in the scanning app before you turn on the recorder. -
Step 9
You're all set! You can log back in at any time to make changes.