How do I collect a lead?

By December 22, 2014

Collecting leads is easy. Tap “new lead”. Enter a badge ID or scan the barcode, if available, on an attendee’s badge. From here, it is easy to add qualifiers, survey responses and notes. Tap done to add the information to your lead database. Tip: iLeads let’s you add custom qualifiers and follow-up actions on the fly. From here – it’s easy to: Add notes, action items and answer survey questions. Tap done and the badge number and attendee name are added to your list of qualified leads.

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