Welcome to Help Center
Comprehensive documentation to help you get started with Lead Retrieval
App
Web portal
Mobile app: Table of Contents
Log-in on the App
Write a custom name or leave it blank and introduce your Company code to succesfully log-in on the App. The Company code can be viewed on the account confirmation e-mail sent to the administrator and on the web portal.
Home
Here you’ll be able to:
– Review last scanned Leads
– Create, set as automatic and view tags
– View your created surveys
– View your documents
– Manually synchronize the scanned contacts without an internet connection
How to scan a visitors’ Badge
Open the App and press the yellow button, then scan the badge QR with the back camera. If a Lead has been scanned successfully you will be notified and it will appear as the last scanned Lead on that device.
Another way to scan a Lead is with Manual Input. Click on the three dots on the right top corner of the screen and then on ”Manual Input”.
You can either write a badge number manually
Or completely create a new Lead with no badge ID
Lead information
After scanning, click on the Lead’s profile to view all the information and make use of the additional features.
- View the Lead’s history by clicking ”History’‘. This will show all the Lead’s past scans made by you and your team. To view more information, click on ‘’Details’’ to expand the scanned visitors’ data.
- Click on the three dots on the upper right corner to:
- – To delete a Lead: Take into account that this action is not reversible and you will lose all data associated with that Lead. You can also delete Leads from the web portal.
- – To share a Lead: Now you can quickly share a Lead with your colleagues from your device.
*You cannot change any additional feature information from this window, to change it please do it through the Lead’s profile.
In History you’ll be able to see the information that your team has collected on the same Lead.
Add Leads to your phone
You can add Leads to your contact list inside your phone. To do this go into the Leads detail and click on the human icon next to the telephone number.
Additional features
After scanning, access the visitors’ profiles and make use of the different additional features the App includes.
*Most of these features must be set-up previously on the web portal.
Classify with tags
Add tags to the scanned attendee for easy post-event filtering and better-quality leads. Use New tag + to create new ones on the spot. You can use our 4 default tags or create your own.
If you have set-up a tag as automatic on the Home, the tag will be added automatically.
Conduct surveys
Select a survey to conduct from your list to start it. Once it’s finished, click on done to save the progress. The survey will then appear as completed and you’ll be able to see the answered replies as well as edit it if needed.
Add notes
Write annotations on the scanned attendee profile. These notes can be edited and updated afterwards. Make sure to click save once finished.
This functionality can also be performed without an internet connection.
Add images
Take or upload a picture to attach it to the scanned lead.
Send documents
Here you can send documents to the person you just scanned. To send a document simply select it, it will appear in an orange hue and then you can click ”send”.
Send a direct e-mail
Write your email address as the sender and prepare a subject and e-mail body to send it.
GDPR Consent pop-up
Use our GDPR pop-up to ask for further consent on the visitors’ data. Fully customize it on the web portal; it features a summary, URL, and up to 4 checkboxes. It can be forced when scanning or when accessing to the Lead’s details.
Filtros y busqueda de contactos
Here you will be able to view, filter and search all of your Leads for a quick preview on the App. Click on any Lead and you’ll be taken to the profile, where you can change or make use of any of the additional features previously explained.
Offline Mode
If you do not have access to a stable connection, it is possible to scan off-line. This, however, comes with limitations. You will be only alowed to scan Leads, which will appear as non-synchronized Leads, but won’t be able to make use of the additional features such as Notes, Tags, etc as it will not be able to save the information.
In case you have scanned contacts without an internet connection, a pop-up will appear here. By clicking it, you will be able to manually synchronize all unsynchronized contacts.
It will also let you know which Leads aren’t synchronizing with the database (backoffice).
Meeting Rooms
Another feature on our App is Meeting Rooms. With this scanning mode you will be able to write the name of a meeting and scan visitors as IN and OUT. You can download the information on the backoffice in a separate excel.
Insights
You can access real time reports from the insights tab. Visualize stats of daily leads and scans corresponding to the scanner user that is logged in at that given moment.
Settings
App preference
- Language
Change the language settings for the App
- Appearance
Change the appearance of the App (system default; light; dark)
- Sound & vibrations
Enable or disable sound and vibrations when scanning
Support & feedback
- Help
Our contact information as well as our manuals ready at one click.
- Feedback & Comments
Give us feedback regarding your experience or let us know how we can improve the App.
*Please refrain from using this feature for assistance, contact us directly if you have an issue.
- Terms & Conditions
Review our terms and conditions
Scanner account
- Device information
Unique id for your device using the App. If you repeatedly tap on it you can force synchronization for Leads.
- Log out
Log-out of the account, this will free the license that you have been using. All data will still be stored in the web portal.