> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md).

# How to capture a lead

{% embed url="<https://getmobly.wistia.com/s/19pk0kqgsust44f>" %}

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 the QR code on an event badge. You don't need that code in the picture; you do need the printed name and company.
>
> A **LinkedIn profile QR code** is different — Mobly does read those. See [Scanning a LinkedIn QR code](#scanning-a-linkedin-qr-code) below.

## 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

1. Tap **Scan** in the bottom tab bar.
2. 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?](/help-center/the-mobly-app/capture-and-enrichment/how-does-ocr-work.md) for what the scan extracts on the spot vs. what fills in later.

Scanning has two modes — **Qualify**, which opens each lead so you can add context, and **Quick Capture**, which stays in the camera for working a queue. Long-press the scan button to switch. See [Scan modes](/help-center/the-mobly-app/capture-and-enrichment/scan-modes.md).

## Scanning a LinkedIn QR code

If someone pulls up their LinkedIn profile QR code, scan it the same way you'd scan a badge. Mobly reads the code, attaches their LinkedIn profile to the lead, and uses it as an identity anchor for enrichment — which usually means a better match than a name and company alone.

You'll see a **LINKEDIN FOUND** chip over the frame when Mobly picks one up.

A LinkedIn QR on its own gives Mobly the profile but no printed name or company. If that's all the shot contains you'll be prompted to add the details, so when you can, get the badge or card in the same frame.

## Enter a lead manually

1. Tap **Scan**, then switch the capture method to **Manual**.
2. Type the first name, last name, and company name.
3. 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

1. Tap **Scan**, then switch the capture method to **Upload**.
2. 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

In **Qualify** mode — the default — the lead detail page opens once a lead is captured. (In **Quick Capture** it doesn't; you stay in the camera. See [Scan modes](/help-center/the-mobly-app/capture-and-enrichment/scan-modes.md).) 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](/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md).

Two habits worth building while the conversation is still fresh:

* **Apply qualifiers** — see [How to add a qualifier to a lead](/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md).
* **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](/help-center/the-mobly-app/working-with-a-lead/notes-vs-description-fields.md) and [Recording a conversation](/help-center/the-mobly-app/working-with-a-lead/recording-a-conversation.md).

## Related articles

* [Reading the account summary](/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md)
* [How does Mobly's OCR work?](/help-center/the-mobly-app/capture-and-enrichment/how-does-ocr-work.md)
* [How long does enrichment take?](/help-center/the-mobly-app/capture-and-enrichment/how-long-does-enrichment-take.md)
* [Scan modes — Qualify and Quick Capture](/help-center/the-mobly-app/capture-and-enrichment/scan-modes.md)
* [Do offline scans survive an app update?](/help-center/the-mobly-app/capture-and-enrichment/do-offline-scans-survive-an-update.md)