Capture & enrichment

Everything that happens from the moment you tap Scan to the moment the lead is fully fleshed out in your CRM. The mobile app pulls names and contact info off the card with on-device OCR, then enrichment adds company, title, LinkedIn, and the rest behind the scenes.

Articles marked have a video walkthrough embedded at the top.

Articles

• How to capture a lead — the three capture methods (Scan, Manual, Upload)

• Reading the account summary — the AI-generated company read at the top of the lead page

• How does Mobly's OCR work? — what OCR pulls off the card, online vs offline

• Enrichment and lead statuses — the labels you see on a lead while it's being processed

• How long does enrichment take? — typical timing and what happens behind the scenes

• Do offline scans survive an app update? — yes, and here's how the offline queue works

• Flagging incorrect lead data — what to do when enrichment gets a field wrong

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Related:

• For what to do once the lead is captured, see Working with a lead

• For where enriched data lands in your CRM, see Field mapping