For the complete documentation index, see llms.txt. This page is also available as Markdown.

Intro to the Mobly Hub

The Hub is Mobly's web app — where your team manages leads after capture, runs and reviews events, and reads the data you've collected. It's a separate surface from the Mobly App (the iOS/Android app reps use during events to capture leads).

What you can do in the Hub

The Hub covers three pillars:

  • Working with leads — view and edit captured leads, apply tags, see activity history, find leads needing info, upload and export CSVs, move leads between events.

  • Managing events — create events, prep your team, configure activations, check in leads, review per-event ROI.

  • Dashboards and reports — org-wide dashboard, custom reports, CSV exports.

The Hub also surfaces several other Mobly products with their own help sections — see "Where things live" below.

Two user experiences

The Hub looks different depending on your role:

  • Admin view — the full left nav with everything: Dashboard, Events, Leads, Lead Settings, Users, Integrations, Pulse, etc. Most articles in this section assume the admin view.

  • My Leads (sales-rep view) — a simpler, more focused experience. Reps see only their own captured leads in three curated tabs: "Leads Missing Tags or Description," "Favorited Leads," and "Your Recent Scans." Built for fast cleanup-and-follow-up, not configuration. See My Leads.

Where things live

The Hub UI has a lot of surfaces. Some live in this section, others have their own:

Hub area
Where to find help

Lead management

Events (creation, ROI, activations)

Dashboard + custom reports

CRM, Marketing Automation, Slack

Event discovery (Scout)

Sequences (Pulse)

Registration + check-in (Host)

Mobly Campaigns

Slack notifications config

Users, login, profile

If you can't find what you're looking for, start with the area that matches the left-nav item you clicked.

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