How to configure lead categories and product lists
How to configure lead categories and product lists
How to configure lead categories and product lists
The Leads Menu in Cadence allows you to organize scanned leads by categories and product interests, making it easier to filter and prioritize follow-up activities. By configuring lead categories and product lists in the admin settings, you can create a structured system for capturing specific information during lead scanning at events.
When to use
When preparing for conferences or trade shows where you'll scan attendee badges
When you need to categorize leads by interest or qualification
When organizing leads for targeted follow-up
When analyzing which products generated the most interest
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 "Settings" from the Leads submenu.
Scroll down to the "Lead Scan Menu" section.
This section allows you to create categories and product lists that will appear when scanning leads.
Click the "Add Category" button to create a new category group.
Enter a name for your category (e.g., "Product Interest", "Qualification Level", "Follow-up Priority").
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.
Required categories must be completed before a lead scan can be saved.
Add items to your category by clicking the "+" button.
Enter names for each item in your category (e.g., "High Interest", "Medium Interest", "Low Interest").
Arrange the order of items using the drag handles.
Click "Save" to apply your changes.
Repeat steps 6-13 to create additional categories as needed.
Test your configuration by scanning a test badge in the mobile app.
You can also use the "Test Connectivity" feature to verify your lead scanning setup works correctly.
Troubleshooting
If categories aren't appearing in the mobile app:
Verify you have saved your configuration changes
Ensure users have the latest version of the Cadence mobile app installed
Check that users have the appropriate permissions to access lead scanning
Related links
How to filter leads by menu categories
How to set up lead scanning for your event
How to understand the Leads interface and navigation