How to understand the Leads interface and navigation
How to understand the Leads interface and navigation
How to understand the Leads interface and navigation
The Leads interface in Cadence provides tools for managing lead capture, organization, and customer matching. When you access the Leads Menu, you'll find different sections including All Leads, My Leads, and Matching, each designed to help you organize and follow up with leads captured at your events.
When to use
When reviewing leads captured at an event
When categorizing leads by interest or priority
When matching scanned leads to existing customer profiles
When preparing for post-event follow-up
You must have Admin or Event Manager permissions to access all Leads features.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Review the main navigation tabs at the top of the Leads interface:
All Leads: Shows all captured leads for the event
My Leads: Displays only leads you've personally scanned
Matching: Shows potential matches between leads and existing customers
Explore the filter options in the top-right corner to sort leads by categories.
Click on any lead to view their detailed profile.
Use the star rating system to prioritize your most promising leads for follow-up.
Navigate to the "Matching" tab to review potential customer matches.
Review each potential match by comparing lead information with existing customer profiles.
Confirm matches by clicking the "Confirm Match" button or dismiss incorrect matches.
Once a match is confirmed, it may automatically create an engagement record if you've configured this in your lead settings.
Return to the leads list by clicking "Back to Leads" in the top navigation.
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