> 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 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

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.

## 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

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](/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)
* [Do offline scans survive an app update?](/help-center/the-mobly-app/capture-and-enrichment/do-offline-scans-survive-an-update.md)


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