The Leads Menu in Cadence provides powerful tools for managing lead capture, organization, and customer matching. This central hub allows you to scan attendee badges, categorize leads, and even match leads to existing customer profiles in your database, streamlining your event follow-up process.
When to use
When setting up lead capture for an event
When you need to scan attendee badges at a conference
When organizing captured leads by category or interest
When matching scanned leads to existing customer profiles
You must have Admin or Event Manager permissions to access and modify Lead settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Event Setup" in the left sidebar menu.
Select "Menu" from the submenu that appears.
Click the blue "+" button to add a new menu item.
Choose "Leads" from the dropdown list of available menu items.
Click "Save" to enable the Leads menu for your event.
Return to the main event dashboard.
Locate "Leads" in the left sidebar navigation.
Click on "Leads" to access the main leads interface.
Once enabled, a scanner icon will also appear in the top-right corner of the mobile app for quick access to lead scanning.
Select the appropriate tab based on your needs:
"All Leads" to view all captured leads
"My Leads" to view only leads you've personally scanned
"Matching" to review potential customer matches
If you plan to use the customer matching feature, you must enable it in the Lead settings by checking "Enable Customer Matching" in the Leads configuration.
Troubleshooting
If the Leads menu is not visible after following these steps:
Verify you have Admin or Event Manager permissions
Confirm the Leads feature is included in your Cadence license type
Check that you've saved your menu configuration changes