How to update leads in the Hub

After a tradeshow or networking event, the leads you captured are only useful if they have the qualifying detail your team needs to follow up. It's not always possible to add notes on the show floor — the Hub is where you fill that in later from a desktop.

Accessing your leads

Sales reps with a Client role can sign in to the Hub from a desktop browser to update and follow up on leads, in addition to working in the mobile app.

The My Leads page groups your leads into three lists:

• Leads missing qualifiers or description — leads from the past 7 days that don't have a description or at least one qualifier. The lead drops off this list once you add the missing info, or automatically after 7 days.

• Leads favorited by you — leads you've starred in the app or Hub. Use this for the high-priority follow-ups you want to keep on your radar.

• Your recent scans — every lead you've captured, newest first.

Opening a lead

Click any lead to open its detail page, where you can review contact info, event history, scan images, and the full activity timeline.

For more on the detail page itself, see Working with a lead.

Editing contact information

1. Click the lead to open the detail page.

2. Click the edit icon in the top right.

3. Update phone, email, or other fields.

Edits sync to your CRM through the standard field mapping — see Field mapping for how Mobly fields land in CRM properties.

Adding qualifiers and descriptions

For leads missing context:

1. Open the lead detail page.

2. Click the edit icon on the Qualifiers box and pick the relevant options.

3. Use the pencil icon in the top right to edit the description.

For a deeper walkthrough of qualifiers (what they are, how to apply them in bulk, how they affect scoring), see How to use qualifiers to manage leads.

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Keeping leads updated means cleaner follow-ups, more accurate attribution in your CRM, and better reporting downstream.