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Overview
Through fully-customizable forms and business card scanning, the live event lead mobile app makes life easier for sales, while the back office web app give marketing valuable marketing-qualified leads immediately.
Getting Started
Before your team downloads the mobile app, make sure your account is
| Table of Contents |
|---|
Overview
Through fully-customizable forms and business card scanning, the live event lead mobile app makes life easier for sales, while the back office web app give marketing valuable marketing-qualified leads immediately.
Getting Started
Before your team downloads the mobile app, make sure your account is configured right for your Organization.
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Creating an Event
Events are the core of Event Lead Management. They include trade shows, conferences, meetups, and any other live event where you could capture lead data. To set up a new Event, navigate to Events > Capture and click New. 
Event Lead Management. They include trade shows, conferences, meetups, and any other live event where you could capture lead data. To set up a new Event, navigate to Events > Capture and click New. Select from the following form types:
- Exhibitor – Used to capture leads at live events or virtual trade shows. Includes all forms of lead capture such as kiosk, badge, and business card.
- General – Used for different types of use cases such as digital marketing, employee engagement, and more.
- Sales – Used by sales teams to capture leads from a mobile device while on the go. Forms never expire and are always available.
Note: the options on the New Capture Form menu will change depending on your form type. Set additional options by clicking the Advanced Settings button.
- Name – name of your Event
- Template – create Event using a Template (see Templates below)
- Save to – save event to a folder
- Campaign – add event to Campaign for ROI tracking purposes
- Description – internal description of event
- Event Date – start and end date of event used for reporting
- Archive Date – the last date end users can capture new Prospects in the mobile app
- Event Owner – user in charge of managing event
- Event Address – physical location of the event using Google Maps
- Registration List – attach a List of attendees
- Labels – custom labels for segmenting reports
- Event Access – users and groups invited to the event
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Specifying a language ensures we default to that language and only use transcribers certified for that language. Localized transcriptions tend to take longer, around 1-3 business days after the end of the event.
If you need transcription in a new language not already listed, please contact our support team at least one week in advance with the following details so we can make necessary arrangements on our end for the transcription:
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