The Leads section of the mobile app is your go-to spot to review all your leads from an event.
The Today tab provides an overview of all the leads scanned today. These leads will be sorted by First Name (A-Z) by default, but the sort option can be updated.
The Pending tab provides an overview of scans that are still processing.
This tab will contain all leads that you have interacted with from the selected event.
Deep-Diving Into a Lead
For an in-depth view of a Lead, select the Details view of a lead and tap on a lead's name. At this point, Contact Info and Qualifiers are shown. If a red target icon is listed, this indicates that the lead belongs to a targeted account. If an important field is missing, you will see a red caution indicator.
By tapping on the three dots (...) symbol, a drawer will appear with the following actions:
When the Sort icon is highlighted in blue on the leads page, it indicates that a sort option has been applied. Similarly, filter(s) are applied when the Filter icon is highlighted blue.
To change your filters, simply tap the filter icon and update your set of filters, and finally tap Apply. To clear all filters, simply tap on “Filters: # Applied”.
To change your sort order, simply tap on the sort icon.