Welcome to Mobly!

This is the fastest path from "I just downloaded Mobly" to "I'm capturing leads at my event." Five minutes, end to end.

Prefer a video walkthrough? Watch our intro video.

Step 1 — Install and sign in

Download the Mobly app from the App Store or Google Play. The right app has a green background and a lowercase orange M — not to be confused with the Brazilian furniture company of the same name.

Open the app and enter your work email. From there, your sign-in path depends on what your org has set up:

• First time? You'll be prompted to verify your email. Check your inbox for a message from [e-mail] and follow the steps to set a password.

• Already have an account? Enter your password, or tap Send me a login link for a one-time PIN.

• Use SSO? If your org has SAML/SSO configured (Okta, Azure AD, etc.), you'll be redirected through your identity provider.

• Forgot your password? Tap Forgot password? and follow the email instructions.

Trouble signing in? See Having login issues? or How to sign in.

Step 2 — Pin your event

After signing in, you'll see the events you're assigned to. Find the event you're at, and tap the gray pin icon in the top right of the event tile. The pin turns orange — your scans will now be attributed to that event automatically.

If your admin set dates on the event and the event is happening now, Mobly will prompt you to pin it the first time you try to scan.

Step 3 — Capture your first lead

Tap the orange + button at the bottom of the screen. Three ways to capture:

• Scan (most common) — take a picture of the badge or business card. Keep the side with the name + company in frame. The QR code doesn't matter; Mobly works from first name, last name, and company.

• Manual — type in the name and company yourself when there's no badge to scan.

• Upload — pick a photo from your camera roll instead of taking a new one.

See How to capture a lead for full details on each method.

Step 4 — Apply qualifiers and notes while it's fresh

The Lead Details page opens right after capture. Two habits to build before you forget the conversation:

• Qualify the lead — interest level, persona, follow-up priority, whatever your team's qualifiers are. See How to add a qualifier to a lead.

• Add a note or description — capture context about the conversation. See Notes vs Description for which one to use when.

Step 5 — What happens next

Mobly's enrichment fills in the rest of the lead's data — company, job title, LinkedIn, and more — automatically in the background. You don't need to wait or do anything; the enriched fields populate as data comes in. See How long does enrichment take?.

Once enriched, leads sync to your CRM if your org has an integration set up. You can see all your leads in the Hub on a desktop browser at hub.getmobly.com.

Where to go from here

• How to capture a lead — the three capture methods in detail

• Tracking missing leads — if your numbers don't match, this is the diagnostic

• Mobly Products: a quick map — orientation to what Mobly's five products are

• The Mobly App and The Hub — the two surfaces you'll use day-to-day

Questions or stuck? Email [e-mail].