> 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/team-and-personal-tools/marketer-view.md).

# The marketer view on mobile

The mobile app has a second experience alongside the standard rep view — the **marketer view** — pitched at whoever owns the event's outcomes rather than whoever is at the booth capturing leads. It's a monitoring surface: how the event is tracking against its goal, which reps are producing, what qualifier answers are landing, and what tasks are open.

{% hint style="warning" %}
**The marketer view is in beta.** Available on select orgs today as part of the Attribution feature set, and the cards + drill-downs are still evolving based on customer feedback. If you don't see the marketer view when you sign in, contact your CSM about enabling it — and if a metric feels off or you want a specific view added, that feedback loops through your CSM directly into the roadmap.
{% endhint %}

## Who sees it

The marketer view is a persona, not a role — the app decides which experience to show based on who you are:

* **Org admins** default into the marketer view when the feature is on for your org.
* **Super admins** (Mobly staff looking at another org) land in the rep app and switch deliberately.
* **Client users** never see the marketer view.

If you're an admin on a marketer-enabled org, the app opens straight into the marketer tabs on sign-in. A first-run walkthrough introduces the view the first time you land, so even if you've only used the rep app before, you'll get oriented.

### Switching between the two views

You're not locked into whichever one you land in. Open your **profile menu** and tap **Switch to Rep View** or **Switch to Marketer View** to move between them; the app remembers where you left off.

The switch only appears if you have access to both — admins on a marketer-enabled org. Client users don't see it, because they only ever have the rep app.

## What's on Home

Home is a four-card dashboard. Each card is a live read on the event you're currently working in — pulled from the same data the Hub's Post-Event tab uses, just paced for a marketer checking the app between meetings.

### Goal progress

How the event is tracking against its goal — specifically, **unique leads captured at the event via mobile device**. That's the on-floor number: each unique person a rep captured with the mobile app counts once, regardless of how many times they were scanned. CSV uploads, registration imports, and API uploads are intentionally excluded — this card is a read on booth performance, not total lead volume from every source.

Two more reads sit alongside the count:

* **Enrichment standing** — how many of those on-floor captures Mobly has enriched
* **CRM standing** — how many have synced cleanly to your CRM

Three lenses on the same funnel — captured, enriched, synced — so you can see where things are stuck without opening the Hub.

### Top three reps

The three highest-producing reps at this event by capture count. Tap a rep to open their **rep detail**, which includes:

* An **hourly chart** of their captures across the event
* Their **recent leads** (with drill-in to lead detail)
* Their **enrichment and CRM numbers** — same funnel view scoped to that rep's captures

Useful for spotting who to check on mid-event (a normally-strong rep with a slow morning) and for the post-event debrief.

### Event qualifiers

A rollup of how leads answered the event's qualifiers — the same distribution view you'd see in the Hub's Post-Event Qualifiers panel, sized for phone.

### Open tasks

The event's open tasks, with a preview of the top few. Task completion is reversible from here — tap to complete, tap again to un-complete. Completed tasks stay visible in the preview so the tap has visible effect rather than tasks disappearing on you.

## Shared with the rep app

Leads, Tasks, and Team screens are shared between the two views — they behave the same regardless of which persona you're on. That means if you're an admin who also wants to scan a lead in person, you can switch to the rep app and back without learning a second set of interactions.

## Note

The Team card falls back to a device-local reading if the server can't be reached (offline, spotty conference WiFi), showing a live count from what's already on the phone. Cached remote readings carry an "as of" timestamp; local-only counts don't, since there's no fetch time to report.

## Related articles

* [Reading the Post-Event tab](/help-center/the-hub/managing-events/reading-the-post-event-tab.md) — the Hub-side companion to the marketer view; deeper attribution analytics after the event
* [Working with Accounts](/help-center/the-hub/accounts/working-with-accounts.md) — the Accounts feature the marketer view's numbers are ultimately grounded in
* [How to capture a lead](/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md) — the rep-app flow the marketer view is complementing