Learn it in minutes, before the doors open.
Start here
Capture your first lead
One video, once: the set-up, the six steps with a visitor, and finding the lead afterwards. About seven minutes.
Available in English, Deutsch, Deutsch (Schweiz), Français, Italiano, Español and Svenska.
One thing at a time
Stuck on one step? Watch only that one
Short videos, under a minute each, for the things people ask about at the stand.
Install it on your phone
From the browser to the home screen, so it opens like any other app.
Install it on your phone
From the browser to the home screen, so it opens like any other app.
Photograph a business card
The scan, the fourteen fields, and the one you type in by hand.
Photograph a business card
The scan, the fourteen fields, and the one you type in by hand.
A group at the stand
Several cards in a row, each with its own consent.
A group at the stand
Several cards in a row, each with its own consent.
Two or three people at once
Add contacts to one conversation; the CRM gets one lead each.
Two or three people at once
Add contacts to one conversation; the CRM gets one lead each.
When there is no signal
Capture offline, the lead waits, and uploads by itself later.
When there is no signal
Capture offline, the lead waits, and uploads by itself later.
Find and fix a lead
The list, the states, editing and sending again.
Find and fix a lead
The list, the states, editing and sending again.
Two photos, one lead
Both sides of a card, or a badge printout plus a note.
Two photos, one lead
Both sides of a card, or a badge printout plus a note.
Before the doors open
Two minutes before your stand opens
Five checks, no video. Glance at them standing up.
Check 01
Home screen
The app is on your home screen, not a browser tab you have to find again.
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Check 02
Opened today
You have opened it once today, while you still had signal.
Check 03
Your fair
The fair in the app is the one you are standing at.
Check 04
Consent
You know where the consent tick is. Nothing works before it.
Check 05
Uploaded
Your last leads say Uploaded, not Pending Upload.
If something goes wrong
Five answers, in your own words
The visitor has not ticked consent yet. Nothing works before that, on purpose.
It leaves a field blank rather than guessing. Type it in; the scan will not overwrite you.
They are on the phone and safe. They upload themselves when the signal returns, but the app has to be open. Bring it to the front now and then.
The lead saved itself as a draft. It is in the list.
Badge scanning is not set up for this fair. Photograph the card or type it in.