The Leads Menu in Cadence allows you to configure custom fields and data collection options for leads captured at your events. By customizing these settings in the Leads Menu › Edit section, you can collect specific information relevant to your organization's needs, making lead qualification and follow-up more effective.
When to use
When you need to collect industry-specific information about leads
When you want to categorize leads by specific attributes
When you need to add searchable custom data to lead profiles
When you want to create standardized data points for reporting
You must have Admin or Event Manager permissions to configure lead fields and data collection settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on the "Custom Fields" tab.
Click the blue "+" button to add a new custom field.
Enter a name for your custom field.
Use clear, descriptive names that will make sense to your team members scanning leads.
Select a field type from the dropdown:
Dropdown (single-select)
Short Response
Free Text
Configure additional options based on the field type:
For Dropdown fields: Add options by clicking "Add Option" and entering each value
For Short Response: Set character limits if needed
For Free Text: Set any formatting requirements
Enable "Display as Refine Filter" if you want this field to appear in the filter options.
Enable "Allow lookup in search field" to make this field searchable.
Enable "For Admin Use Only" if you want to restrict this field to admin users.
Fields marked "For Admin Use Only" won't be visible to regular users in the mobile app.
Click "Save" to create the custom field.
Navigate to "Settings" from the Leads submenu to configure additional data collection options.
Scroll down to the "Lead Scan Menu" section to create categories for lead qualification.
Click the "Add Category" button to create a new category group.
Enter a name for your category (e.g., "Product Interest", "Qualification Level").
Select the display type for mobile devices:
List: Traditional dropdown list view
Pills: Compact button-style selection
Pills display is more touch-friendly on mobile devices and allows users to see multiple options at once.
Choose whether the category is required by checking the "Required" box.
Add items to your category by clicking the "+" button.
Click "Save" to apply your changes.
Test your configuration by creating a test lead or scanning a sample badge.
Troubleshooting
If your custom fields aren't appearing in the mobile app:
Verify that the fields aren't marked "For Admin Use Only"
Ensure you've saved all changes
Check that users have the latest version of the Cadence mobile app installed
Confirm that the lead scanning feature is properly enabled for your event