The Leads feature in Cadence allows you to capture attendee information at events by scanning badges, but you can also manually add leads without scanning. This is useful when you encounter technical issues with scanning or when you need to add leads that weren't captured through the standard scanning process.
When to use
When badge scanning isn't working properly
When you need to add leads after an event
When collecting lead information without a physical badge
When you want to create leads before an event for pre-registration
You must have Admin or Event Manager permissions to manually add leads.
How to do it
Open the Cadence mobile app on your device.
Navigate to your event.
Tap on the "Leads" menu item.
Select either "All Leads" or "My Leads" tab.
Tap the "+" button in the bottom right corner of the screen.
You can also access this feature by tapping the scanner icon and then selecting the manual entry option.
Choose "Add Lead Manually" from the options that appear.
Fill in the required fields for the lead:
First Name
Last Name
Email
Company
Title
Email addresses must be unique in the system. Duplicate emails will trigger an error message.
Complete any custom fields that have been configured for leads in your event.
Select appropriate categories or qualifiers if your lead scan menu has been configured with these options.
Add any notes about the lead in the Notes field.
Tap "Save" to create the lead.
Verify the lead appears in your leads list.
Troubleshooting
If you cannot add a lead manually, check that:
The Leads feature is properly enabled for your event
You have the appropriate permissions
You've completed all required fields
The email address isn't already in use by another lead