Lead Retrieval by Webex Events is designed for collaboration. If you capture a lead, and a team member has a conversation with them later, they can take notes on the lead, and you'll see the updates in real time. Inviting staff to the app is really easy!

Invite staff

If you were invited to the app as an admin, you can invite an unlimited number of other team members to collaborate with you!

iOS

In the top right corner, tap Staff, then Invite. Fill in the information, choose whether the invitee will be an admin, and tap Invite.

A series of screenshots showing the process just described on Android.

Android

In the top right corner, tap the 3 dots, tap Staff, and then tap the + icon in the bottom right corner. Fill in the information, choose whether the invitee will be an admin, and tap Invite.

A series of screenshots showing the process just described on Android.

Manage staff

Pending staff or Members you've already invited have a three-dot icon next to their email address. If the person is Pending, you can tap Resend invitation or Delete to cancel the invite. If the person is a Member, you can tap Make admin to let them invite other staff too, or you can tap Delete to remove the staff.

⭐ Keep in mind, when deleting a Member, all of their leads and work (notes, scans, etc.) will be deleted. If you want to make changes to Admins, please contact us.

Now let's take a look at capturing leads.

Questions? Chat Us or Email support+leadretrieval@socio.events

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