To add or remove event flows, navigate to the Events tab on the main menu (1), and select the corresponding row for the desired event (2).

Event Flows

• Event Flows - shows all flows that are available for users to capture leads (1)
• Edit Event Flows - click to add or remove flows (2)
• Capture methods: Business Card, Digital Business Card, Manual Entry, Known Contact List, Event Guest List, Badge Scan & Badge Photo - you can enable those methods for the flow (3)
  • Blue checkmark - no configuring needed, switch on/off
  • Green checkmark - configured and switched on
  • Red checkmark - configuration needed, not switched on
• Primary - shows primary capture method chosen for this flow (4)

• Adding Flows - add flows by clicking their name or checkbox (5)
• Removing Flows - remove flows by clicking their name or unchecking checkbox (6)
• Save configuration(7)

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