How to capture a lead
The Mobly app gives you three ways to capture a lead at an event: Scan, Manual, and Upload. You only need to capture First Name, Last Name, and Company — Mobly's enrichment fills in the rest.
Mobly's enrichment can't pull data from a QR code on a badge. You don't need the QR code in the picture; you do need the printed name and company.
Pick the event you're working in
The active event shows as a banner at the top of every screen. The app picks the right event for you automatically — when an event's start date arrives, the app switches to it, and stays there through the event window.
If you want to work in a different event, tap the banner to manually switch. Your manual choice sticks across app restarts; it only changes back automatically when a newer event's start date overtakes the one you picked.
Scan a badge or business card
Tap Scan in the bottom tab bar.
Take a picture of the badge or business card. Make sure first name, last name, and company are clearly visible.
This is the most common path and works offline. See How does Mobly's OCR work? for what the scan extracts on the spot vs. what fills in later.
Enter a lead manually
Tap Scan, then switch the capture method to Manual.
Type the first name, last name, and company name.
Tap Add Lead.
Use Manual when there's no badge or card to scan — verbal intros, written-down details, or unhelpfully short badges that only show first names.
Upload from your camera roll
Tap Scan, then switch the capture method to Upload.
Pick a photo from your camera roll. Make sure the image is clear and shows first name, last name, and company.
Use Upload when you took a photo earlier in the day and want to log the lead now.
After capture
Once a lead is captured, the lead detail page opens. You'll see the Account Summary at the top — a quick AI-generated read on the lead's company based on your CRM data (or a public-fit assessment if there's no CRM record yet). See Reading the account summary.
Two habits worth building while the conversation is still fresh:
Apply qualifiers — see How to add a qualifier to a lead.
Capture what was said — type a quick note, set a description, or tap Record to capture the conversation audio. See Notes vs Description vs Recordings and Recording a conversation.
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