You can capture leads by scanning badges or entering them manually. This can be done by completed by your entire booth staff at any time and anywhere at the event and can be be performed while offline!
Scan a Lead
To capture a lead by scanning a QR code (usually available in the event app or on a badge), follow the simple instructions below:
To learn more about the various parts that make up a lead profile, check out this article. Don't have a QR code? Learn how to manually add a lead below.
Pro Tip ⚡️
Manually Add a Lead without a QR Code
Manually capturing a lead is almost the exact same, the main difference is you will have to enter all the information about the lead manually! Follow the steps below:
It is important to take advantage of all the parts of a lead, especially when scanning offline as information will not be populated automatically. To learn more about the various parts that make up a lead profile, check out this article.
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