Overview

The Mobly mobile app (iOS and Android) is for capturing leads at events — in person, at the booth, on the show floor. It's optimized for one job: getting accurate lead data into Mobly fast, even on bad event WiFi.

Articles marked have a video walkthrough embedded at the top. Skim the text or watch — your call.

Where to start

The articles below all have video walkthroughs. Watch them in order for a guided onboarding, or jump to whichever one matches what you're trying to do.

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

• Working with a lead — the Lead Detail page walkthrough top to bottom

• Sharing your business card (My Card) — your digital business card for networking

• How to share content from the app — send a one-pager or case study to a lead on the spot

• Managing activations within an event — sub-events, sessions, and capture funnels (Hub-side admin task)

• How to check in leads — registrant check-in flow (Hub-side admin task)

How the app works

Across the top of every screen, an event banner shows which event you're currently working in. Tap it to switch events.

Five tabs across the bottom:

• Home — your dashboard. Scan stats, engagement count, leaderboard rank, recent leads.

• Leads — every lead you've captured. Filter to My Leads, Needs Info, or Favorites.

• Scan — the center tab. Tap here to capture a new lead.

• Board — the leaderboard.

• Tasks — booth schedules, follow-up to-dos, meeting reminders.

Home screen — greeting, scan stats, recent leads, bottom tabs

Beyond capture, the app handles on-device OCR (works offline), AI account context post-scan, conversation recording with transcription, qualifiers and notes, favoriting, and bad-data flagging. Each lives in its own article — see the left nav.

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After capture, lead management continues in The Hub, the web app. What you capture on your phone shows up there within minutes.