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Capturing Leads

Here we cover the different options for capturing leads in the Zuant App

Charlotte Rimmer avatar
Written by Charlotte Rimmer
Updated over 4 months ago

Once your device is fully synced, tap the 'Events' button and select the relevant event from the list. You can now begin capturing leads!

There are multiple ways to capture a lead, depending on how your event has been set up.

  1. Manually enter the contact details into the form by selecting 'New Contact'.

  2. Search for a contact by either First, Last or Company Name using the search bar. This will search all existing contacts within your account, including leads you have already captured and pre-registration lists you have loaded.

  3. Scan a visitor's badge and populate the form with the contained contact details. (This is only available if the developer's badge kit has been purchased and set up in the form.)

  4. Scan a business card using the OCR tool and populate the form with the contained contact details


Click below to view the PDF guide with images/videos
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