Capture and Manage Leads

You can use the Blackthorn Smart Capture anywhere, but it was designed for use at events.  The following are just a few scenarios when you can use the app.

• Crowded venues

• Queue processing for busy periods

• Real-time team synchronization

• Offline

When capturing leads offline, the photo and information are stored on the user’s device until it is online.

Capture a Lead

Note: You can still capture leads if the credit balance is 0. However, any leads more than the credit balance will not be enriched or exported until enough credits have been purchased.

Scan a Lead

1. Select a Smart Capture event. 

2. Click Scan Lead. 

3. Point your camera at a badge or business card.

4. Tap the capture button.

5. The app adds the contact information to the form, and AI enriches it by adding the company's industry, website, and address. 

6. Review the information, add any notes, and answer any Custom Question fields (if included).

7. Click Save Lead.

NOTE: If you want to add Custom Question fields, follow the steps here.

When you are ready, export the Lead to Salesforce, Google Sheets, or a CSV file.

Manually Enter Information

1. Click the + button.

2. Click Manual Entry. 

3. Enter the lead’s information in the form. 

4. Answer any Custom Question fields questions (if included).

5. Click Save Lead.

NOTE: If you want to add Custom Question fields, follow the steps here.

When you are ready, export the Lead to Salesforce, Google Sheets, or a CSV file.

Import a Photo of a Business Card or Badge

If you have a photo of a business card or badge stored in your phone, use this option to turn the information into a lead.

1. Click the + button.

2. Click Import Photo. 

3. Allow access to your photos.

4. Select a photo from your photo library.

5. Review the information, add any notes, and answer any Custom Question fields questions (if included).

6. Click Save Lead.

NOTE: If you want to add Custom Question fields questions, follow the steps here.

When you are ready, export the Lead to Salesforce, Google Sheets, or a CSV file.

Delete a Lead

1. Select the Smart Capture event that contains the lead you want to delete.

   

2. Click the Trash Can icon next to the lead.

   

Filter Leads

Users can filter leads related to a Smart Capture event by clicking the Person icon.

The first icon a user will see is the All Leads icon.

Clicking All Leads will show My Leads.

Clicking My Leads will show Others’ Leads.

Clicking Others’ Leads returns the user to All Leads.

Delete an Event

1. Select the Smart Capture event you want to delete and scroll to the bottom of the screen.

2. Click Delete.

   

3. Type the word “DELETE.”

   

4. Click Delete.