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Capture leads at an event

Get ready before the doors open, capture contacts two ways on the floor, then work the list before it goes cold.

12 minGuide Open this screen
WhereLeads → Dashboard

The night before

Everything that goes wrong at a stand is a setup problem: a QR nobody can scan, a card that opens on a placeholder bio, or a scanner you have never used asking for consent while somebody waits.

Set up in ten minutes

  • Preview your own card on a phone and fix anything that reads like a placeholder
  • Download the QR and print it big enough to scan from a metre away
  • Add the card to Apple Wallet so you can share without unlocking a browser
  • Open the card scanner once and clear the consent screen while you have signal
  • Check your remaining scan allowance so it does not run out mid-event
Dashboard → Share your card
Share your card panel with a QR code and download, preview, and copy link buttons
Download QR gives you the print file. Preview is the sanity check people forget to run.

On the floor

There are two directions of capture and you want both. Them scanning you costs you nothing and lands them on your card. You scanning them puts a real record in your pipeline.

Two ways to capture

They scan your QR
Fastest. They open your card, save your contact, and can reach you later.
You scan their card
The one that fills your pipeline. Their paper card becomes a lead you own.

Scanning a paper card

Open Scan a card from the dashboard or from Leads. The first time you use it, a consent screen explains that the photo goes to an AI provider to extract the text. You have to accept it once, which is why clearing it before the event matters.

Leads → Scan card
Consent dialog explaining how scanned card photos are processed, stored, and used
Card photos are kept for a year and then removed. The tick boxes are a POPIA requirement, not a formality.

  1. Shoot in good light

    Flat surface, no shadow across the text, card filling most of the frame. Glossy cards need an angle away from overhead lights.

  2. Read every field

    The extraction is good, not perfect. Phone numbers and unusual surnames are where it slips. Fix them before you save.

  3. Save as a lead

    It lands in Leads with its source marked as a scan. A vCard download is there if you only want the contact on your phone.

The morning after

Open Leads. The tiles across the top are the only prompt you need: how many are new, and how many follow-ups are due today or earlier. Sort out the new ones while the conversation is still fresh in your head.

Leads
Leads page with total, this month, new, and follow-ups due tiles above a searchable lead table
Source tells you where each lead came from, so a scan from Tuesday is easy to find on Wednesday.

  1. Filter to New

    Use the status filter. Everything you captured yesterday is sitting in one place.

  2. Move each one

    Change the status as you go. A lead you never move is a lead you will never call.

  3. Set a follow-up date

    This is what feeds the Follow-ups due tile. Without a date, nothing reminds you.

  4. Export if you need to

    Export drops the list to a file for your CRM or for a colleague who is doing the calling.

Scan a paper cardPhotograph a card, check the fields, then save a lead or a vCard.View your leadsOpen the inbox of people who reached out from your card.Add a lead by handCreate a lead when you met someone offline.Download your QR codeSave a QR image you can print or drop into a slide.