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How to use Lead Scan Feature in the mobile app?
How to use Lead Scan Feature in the mobile app?
Updated over a week ago

1. Tap on the search bar and search for your event using the event code provided for YOUR EVENT.


2. After searching, your event will appear. Click on the "Join" button to enter the event.


3. Tap on the Exhibitors feature page.


4. Tap on your booth.


5. Tap on "Modify Details" if you wish to edit any booth information.


6. After tapping on "Modify Details," this page will appear. Make the necessary changes and then tap on "Save."


7. Click on "Lead Scan" to access the lead scanning page.


8. After clicking on "Lead Scan," this page will open up. Then, you can select "Scan Contacts" to open the scanner.


9. Once your scanner opens up, scan the QR code of your lead.


10. You will receive a prompt saying "Contact added successfully" once you scan the contact.


11. You can also add notes here after scanning the contact.


12. Tap on any of the categories such as "Hot," "Warm," or "Cold," and save your selection.


Alert: Please note that it is crucial to save the contact after scanning!

13. On this page, you can click on the "Leads" option to view all your previously scanned leads.


14. On this page, you can view all the scanned leads, and by tapping on any of the scanned leads, you can see the details.


15. You can also edit the notes later for a scanned lead.


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