Filter your scanned leads by menu categories to quickly find leads with specific interests or qualifications. The Leads section in Cadence allows you to apply filters based on the categories selected during lead scanning, helping you organize and prioritize your follow-up activities.
When to use
When searching for leads with specific interests
When organizing leads for targeted follow-up
When preparing reports on lead capture data
When analyzing which products or services generated the most interest
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Choose either "All Leads" or "My Leads" from the top tabs.
"All Leads" shows leads captured by everyone, while "My Leads" displays only leads you personally scanned.
Click the "Filter" button in the upper right corner of the screen.
Select the menu categories you want to filter by.
You can select multiple categories to narrow your results to leads that match all selected criteria.
Apply additional filters if needed:
Name, title, or company
Lead list menu items
Custom fields
Groups
Click "Apply" to filter your leads list.
Review your filtered leads in the list view.
Toggle between list view and graph view using the view selector in the upper right corner.
Graph view provides visual analytics of your lead data, showing distribution across categories.
Clear filters by clicking "Clear All" or removing individual filter selections.
Export your filtered leads list by clicking the "Export" button if you need to share or analyze the data elsewhere.
Troubleshooting
If you don't see the expected filter options:
Verify that lead scan menu items have been properly configured in your event settings
Confirm you have the appropriate permissions to access all leads
Check that you're using the latest version of the Cadence app if filtering on mobile