Scan a QR Code or Bar Code

How to capture a lead using QR/Bar Code Scan.

1. On the Home screen, tap Capture.

 

2. Select the QR/Bar Code option.

If your event default capture method is QR/Bar Code, the QR/Bar Code reader will appear automatically when you select Capture. Otherwise, tap the QR/Bar Code tab.

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3. Scan the badge.

Align the attendee badge in the viewfinder. Ensure there is sufficient lighting and hold your device steady. The camera will auto-focus and capture the QR code.

 

4. Tap Qualify to add Topics or Follow-Ups. Otherwise tap Finish to save and exit.

 

5. Qualify the lead by selecting the appropriate topics and responses. All required topics are marked with an orange bar. 

Tap Follow-Ups to add a follow-up action for the lead. Otherwise, tap Finish to save and exit. 

 

6. Select the follow-up action(s) you wish to assign to the lead. To add notes, tap the text box and type or speak the text you wish to add (up to 1000 characters).

 

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7. Tap Finish to save and exit. You will be taken back to the Home screen.

To view the lead, go to My Lead Interactions>Today or My Lead Interactions>All. To edit the lead, click the lead's name. 

 

Related Articles:

Download/Install atEvent Mobile App

Scan Business Card

Scan NFC

Manually add a lead contact

Attendee Check-In

View and Edit Leads