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Lead Retrieval Basics
Getting Started with Lead Retrieval
Getting Started with Lead Retrieval

Download the app and create your account to start capturing leads!

Updated over a week ago

Once you've purchased a Lead Retrieval license or received an invite from an event organizer or an admin member of your team, follow the steps below to get started creating your account and inviting others to start collecting leads!

๐Ÿ’ก Keep in mind, the iOS and Android apps are slightly different in some areas. We mostly show Android images in our help articles, but we'll occasionally show iOS processes when the differences are greater.

Download the Lead Retrieval app

Search for the Lead Retrieval by Webex Events App on the Apple App Store or Google Play Store, or tap here. Once the app is downloaded, you're ready to get started.

โš ๏ธ Caution! Make sure your Android or iOS device is updated to the latest version to ensure the best performance with the Lead Retrieval by Webex Events App.

Lead Retrieval open on an iOS phone, an Android phone, and an iPad.

Create your account

Open the app, tap Create an Account, enter the email address you purchased Lead Retrieval with or at which you received the invite, and tap Next. Now fill in your personal information, accept the Terms of Service and Privacy Policy, and tap Create an Account.

๐Ÿ’ก Keep in mind, be careful to use the email you received the invite from or that you used when purchasing Lead Retrieval. If you haven't received an invite, please ask the event organizer or an admin of your booth staff.

Find your event

Once you're logged in, you'll see all the existing events you've been invited to, or you can tap the Past tab to access events that are over. Tap an event to start inviting more staff and capturing leads!

Screenshot of the My Events page on iOS.

Next steps

Now that you've joined the Lead Retrieval by Webex Events App, it's time to learn more about using Lead Retrieval. The video below provides an overview of how to access your account, invite and manage staff, capture and manage leads, and review metrics.

We also have articles that cover these topics!

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