Romify offers users a variety of methods for capturing lead details efficiently. You have the flexibility to scan or photograph the lead's badge, snap a picture of a business card, scan a digital business card's QR code, choose a lead from a provided list, or input the details manually. For a deeper understanding of these methods and how to utilize them effectively, please continue reading this article.
Depending on the configuration established by your administrator, you may encounter two distinct screens for badge capture. The first screen is designed for photographing the entire badge (Badge AI) (1), while the second screen is tailored for scanning the QR code present on the badge (Badge QR) (2). There's no need for manual adjustments; the appropriate screen will display automatically based on the setup.
This method involves simply taking a photograph of the business card (1). You also have the option to scan information printed on the reverse side of the business card (2), ensuring that all essential details are captured.
If your lead has a digital business card, we've got you covered! Simply switch your capture method to Digital Business Card (1) and scan the QR code (2) to easily collect the information.
Use Case 1: If you are the event organizer and all guests have been invited by your company, there's no need to scan their contact details as this information is already integrated into the system. In this instance, you should utilize the Event Guest List feature (1) to search for the contact’s name and input any additional information required from your interaction.
Use Case 2: Additionally, you may encounter situations where you come across a contact you’ve already met on the event floor. In this case, if the contact has already been scanned, scanning their details again may not be necessary. Instead, you can select the Known Contact List (2) as your capture method, and easily update or review their information.
If the other methods are not feasible, you always have the option for manual entry. Simply switch the capture method to Manual Entry (1) and begin inputting the required information (2).
Did we miss something? Not to worry! Just email our support team at [email protected] ✌️