The Leads app captures attendees’ information directly into Zoho CRM. It’s simple – just scan the QR code on the attendee’s badge, or take a photo of their business card. The application automatically extracts all the information from the badge/card and saves it within the app as well as in Zoho CRM.
The applications also allows you to assign leads to your sales team. You can add tasks and notes right within the app making sure there is no information lost during the transfer of lead from the trade show to the sales person.
• All the information added through the application will be saved in Zoho CRM
• Extract lead information from QR code in badges or Business Card and add them as CRM leads.
• When a lead is added, all associated workflows in CRM, if any, will be triggered
• Assign Lead Owner, add Tasks and Notes within the app.
• Scan business cards in 11 languages - English, Dutch, Swedish, Russian, French, German, Spanish, Chinese Simplified, Chinese Traditional, Japanese, Korean and Portuguese.
• Swapping options within the app allow users to make corrections to the scanned content
• Users can email the lead from the app with the templates pre-created in CRM.
• Add a Campaign and associate it to the leads within the app
• Export leads from the app as a CSV file.
• Many more...
If you have any technical issues or questions about the app, we’re here to help. Please send us an email to: [email protected]