How to add unassigned leads to the right event

How to get leads added to the right event if they were scanned without an event

* This article is only relevant to Mobly Admins (with access to the Hub) *


Sometimes, reps scan leads without a pin on their app, causing the leads to be unattached to the event. To ensure proper attribution, make sure the leads are added to the event so the CRM reflects accurate data. Follow these steps to add leads to an event:

  1. Go to the "Events" tab and select the event.


  2. Click "Add Lead" in the top right corner.


  3. Enter the lead’s name.


  4. Click the add icon next to the correct lead.


Once added, the lead will appear in the event’s table.

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