The Leads feature in Cadence allows you to attach documents and files to individual lead records, making it easy to store and share important resources related to your leads. This functionality must first be enabled in your event settings before you can use it in the mobile app or web interface.
When to use
When you need to share product literature with a lead
When collecting signed documents from prospects
When storing reference materials related to specific leads
When you want to keep all lead-related documents in one place
This feature requires admin access to enable, and is only available if file attachments have been enabled for your event.
How to do it
Navigate to your event dashboard in Cadence Admin.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Locate the "Leads Configuration" section (formerly called "Badge scanning set-up").
Enable file attachments by checking the "Enable file attachments" box.
When enabled, attendees can attach documents and files to lead records.
Save your configuration changes.
Open the Cadence mobile app on your device.
Navigate to the "Leads" section in your event.
Select a lead from your leads list.
Tap on the "Resources" section to expand it.
The Resources section displays the number of attached files in parentheses.
Tap the "+" button to add a new file.
Choose a file from your device to upload.
Wait for the file to upload and appear in the Resources list.
Tap on any file in the list to view or download it.
Use the delete option (if you have admin permissions) to remove files if needed.
Troubleshooting
If you cannot attach files to leads, check that:
The "Enable file attachments" option is turned on in Lead Settings
You have the appropriate permissions for the event
Your mobile app is updated to the latest version
You have a stable internet connection for uploading files