Turn OFF Lead Notes and Lead Quality

  • Updated

Exhibitors have the ability to turn OFF Lead Notes and Lead Grading to increase the efficiency of capturing leads at a live event. This will skip the Notes and Lead Grading screens.

Log into the app. Tap the Options icon in the bottom right corner. Then tap on Advanced Settings.


In the Advanced Settings screen, toggle OFF Lead Note and Lead Quality. Tap Save.

Upon scanning a QR code, the app will confirm capturing the lead and return to the Dashboard screen.


If you want to keep the Notes ON but delete a specific note, please drag the note to the left and you will be able to delete it.

Was this article helpful?