Turning on Lead Capture in the App:
To turn on Lead Capture on an iOS device, click on the Settings tab in the menu section of the app. Users will see a toggle that is turned off under Lead Capture.
Switch the toggle to green to turn on. A window with a list of events will pop up and users will want to choose the event they would like to use.
When users choose an event, the password window will pop up. Enter the password that is assigned to the event. If you do not know the password, contact your account administrator to find out what it is.
The toggle will remain green until the user completely log out of the app. If the user closes the app without logging out, he or she will remain inside the event when it opens again.
To use lead capture to scan business cards, users will see a tab named "Lead Capture", taking the place of "Follow Up". To begin, users may find several items that they would like to include in the follow up that they will be sending to the lead. Just like sending a follow up, the user will press the plus sign in the top right corner of the item and select "Add to Follow Up".
The item will be added to the folder. Users can click on "Lead Capture" and see the item in the folder, then click on the "Capture Lead" button in the top right corner. A drop down will show two options, "Capture Lead" and "Send Follow Up".
When users select "capture lead", a camera screen will appear. Depending on what type of badge (QR code, Business Card) you are scanning the appropriate camera will show. Below is a QR code camera which means users only have to hold the camera in front of the badge and it will capture the badge once it recognizes it.
When an event is created to scan Business Cards, the camera will look like this and the user will have to capture the image themselves by using the capture button.
Once the badge is scanned, the form will appear. It will fill in the fields that it captured from the badge and then the user will fill in the necessary information in the required fields.
Click save when all fields are filled out.
An email window will pop up for the follow up to be sent to the lead.
Users can view leads within the app by clicking on "View Leads" under the show in the settings.
Users can edit the lead and send additional information. Tap "Send Additional Follow Up" when completed.