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Buying and selling

Capture leads at an event

Add the clients you meet at an event the Admin assigned to you, then submit them for review.

Steps

  1. Open Lead capture in your menu. You see only the events the Admin assigned to you. Open it

  2. Tap an event to open its chat. Send a visiting card photo, a voice note, a contact or a note for each client; the assistant asks for anything missing.

  3. Press New client before the next person. You see only the clients you added.

  4. You can change a client for 24 hours. When it is complete, press Submit for review; after that it can no longer be changed.

  5. Each client shows its status: Not submitted, Waiting for Admin, Approved, or Rejected with the reason. Only the Admin sends emails; lead data cannot be downloaded.