Lead Capture Mobile App - Lead Details

Booth staff can qualify leads by adding details like ratings, tags, question responses, and notes. These details are scoped to the individual staff member, so each person can only view the information they have added for a given lead. Booth-level lead and scan data reports are available to the booth admin in the Lead Capture Exhibitor Portal.

Lead and scan data automatically saves to your device. If you are online, data will automatically sync to the cloud.

Rating 

  1. Tap the stars to rate the lead. Five stars is the highest rating. 
  2. To clear your rating, tap the first star twice.
Lead Capture Mobile App Lead Details Screen with Rating highlighted

Tags 

Tags are created by the booth admin in the Lead Capture Exhibitor Portal and display in the same order they appear in the portal. If no tags have been created, this section will not display.
  1. To add a tag to a lead, select it and it will become highlighted.
  2. If there are many tags, select View More to see the full list. 
If a tag is removed by the exhibitor booth admin in the Lead Capture Exhibitor Portal, it will no longer appear in the app. Any previously selected tags will still show in reports.
Lead Capture Mobile App Lead Details Screen with Tags highlighted

NOTE

It may take a few minutes for updates to be reflected in the Lead Capture Mobile App. While online, pull down the 'Lead Details' screen to refresh the data.

Notes 

  1. To add a note, select the text box in the Notes section. 
  2. The phone keyboard will automatically open. 
  3. Once finished, select the checkmark icon to save the note.
  • Notes are listed in the order they were added, from newest to oldest. 
  • The timestamp is shown in your device's time zone. 
  • If there are many notes, select View More to expand the list. 
  • Notes cannot be edited, but they can be deleted by swiping left and selecting the trash icon. Tip: If you need to edit a note, copy it to make a new one and delete the original.
Lead Capture Mobile App Lead Details Screen with Notes highlighted

IMPORTANT NOTE

Once deleted, a note cannot be recovered.

Questions 

Questions are created by the booth admin in the Lead Capture Exhibitor Portal and display in the same order they appear in the portal. If no questions have been created, this section will not display. 

  • Multiple choice questions: Select one radio button to add a response to the lead. 
  • Checkbox questions: Select one or more options to add a response to the lead.

If a question or answer option is removed by the exhibitor booth admin in the Lead Exhibitor Capture Portal, it will no longer appear in the app. Any previously answered questions will still show in reports.

Lead Capture Mobile App Lead Details Screen with Questions highlighted

NOTE

It may take a few minutes for updates to be reflected in the Lead Capture Mobile App. While online, pull down the 'Lead Details' screen to refresh the data.

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