How to capture a lead

You may be used to scanning a barcode or a QR code of a badge with an old-school badge scanner to capture your leads, but with Mobly, you only need to capture the lead's first name, last name, and company! You can capture leads with three methods: scan, manual, or camera roll upload.

Scan

1. Choose the name of the event where you're scanning leads from the mobile app.
2. Tap the "Add Lead" button in the navigation bar.

3. The capture method is on "Scan" by default. Take a picture of the badge/business card/name card/etc. Make sure the first name, last name, and company name is visible! We do not need the QR code in the picture to enrich their information.

   

   
   

Manual

1. Choose the name of the event where you're scanning leads from the mobile app.
2. Tap the "Add Lead" button in the navigation bar.
3. Change the capture method to "Manual". Type the first name, last name, and company name.
4. Click "Add Lead".

Camera Roll Upload

1. Choose the name of the event where you're scanning leads from the mobile app.
2. Tap the "Add Lead" button in the navigation bar.
3. Change the capture method to "Upload".
4. Click the "Upload" button.
5. Choose a photo from your camera roll to upload. Make sure the image is not blurry and has a first name, last name, and company name.

Once you capture the picture, you'll see the Lead Details page. Make sure to add tags and a description before you forget about your conversation!

Tap "Save" when you're finished or "Save & Add Next Lead " to scan a new badge.