Relevant to: Event Lead Management
Your mobile app experience will have been configured for your event. This will include a customized form, which is where you collect new leads. Forms are built by your Event Manager who has access to the Integrate Events dashboard. This means that some app functionality may change according to how it’s been configured.
In this article
With your device connected to a wifi network or mobile data (eg 4G), swipe downwards on the main Events screen.
|It's important to do this first to ensure that you have access to the most up-to-date version of your lead capture form.|
Find out more about syncing your data to and from the mobile app in Syncing your data.
Creating New Leads
Tap on the event where you'll be collecting leads. On the next screen, tap the + button to create a new lead. This takes you to your event's form where you enter lead data.
Viewing & Editing your Leads
Once you've created a new lead, it will appear in your event. You can tap the lead to review it - and if the functionality has been enabled for your event, you can edit and add more data to the lead.
To keep track of how many leads you've captured and the total by all users at the event, navigate to the Statistics tab.
- Syncing your data
- Enabling functionality on your device
- Scanning Business Cards in the Mobile App
- Scanning Event Badges in the Mobile App