Follow up your leads in the app

The Leads tab lists everyone who shared their details from your card, everyone you scanned and everyone you added by hand. Leads are the same as on the web, so changes in one place show in the other.

Find a lead

• Type in Search leads to find someone.
• Tap the filter button to filter by Status, Score, How it was added, Date added, Follow-up (Has open tasks) or tags. Tap Show N leads to apply, or Clear all to start again.

Each lead shows how it was added (Scanned, From your card or Added) and its score.

Add a lead by hand

1. On the Leads tab, tap +.
2. Tap Type details, or Scan a card to scan one.
3. Fill in their details, add notes and tags, then save.

Update a lead

Tap a lead to open it.

• Set its status (Open, Qualified or Disqualified) and its score (Hot, Warm, Cold or No score).
• Tap Edit to change their contact or company details, then Save.
• Add tags under Add a tag.
• Tap Call, Email or LinkedIn to contact them.

Details shows their information. Activity lists everything logged against them.

Log activity and tasks

1. Open the lead and tap Log.
2. Choose Activity to record something that happened (a note, call, email or meeting), or Task for something to do later.
3. For a task, you can tap Add a due date and Add a time.
4. Tap Log it or Add task.

You can mark tasks as done from the lead. Tasks that are due appear under the bell on the Card tab, and the app can notify you when they’re due.

Record a voice note

Open the lead and tap Voice note. Speak, and CloudCard turns what you said into a written note. Tap Save note. The first time, allow CloudCard to use your microphone.