Lead RetrievalVIEW LEADS
Have you Sync'd?
If you were using a device that did not have internet throughout the show, you will need to sync your leads from your device to the server.
Please follow the steps below.
1. Make sure you have internet to the device, wifi or 4g.
2. Open the LEAD RETRIEVAL app.
3. Click the capture button and scan one of the badges below.
(You should be able to detect them on the computer screen, no need to print)
4. Add a note and save.
5. Click the VIEW LEADS button to confirm that the new lead is on your device.
6. Click the download button on the top of your APP screen.
If it worked, you should see the new lead in the download page HERE
This will also auto generate an email with a link to download all of your leads. in tab or comma delimited .CSV file.
Note: You will need to use the same login that you logged into the app with to retrieve your leads.
If you are an administrator, you can login to your dashboard to retrieve all the leads for your team.
Please call me if you get stuck.
Geoff Geertsen: 801-755-1811
SAMPLE BADGESClick for larger badge