You can scan leads quickly, even offline, using your device - this can be done by multiple booth staff members anywhere at the event.
- Open the lead scanning menu item
- Tap on the scan icon at the bottom of the screen to add a lead
Once you've scanned a lead, you can add a rating and notes to qualify the lead and remember what is the next action to take.
- Tap on the appropriate rating to mark the lead as hot, warm, cold or irrelevant.