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Turn OFF Lead Notes and Lead Quality

Exhibitors have the ability to turn OFF Lead Notes and Lead Grading to increase efficiency of capturing leads at a live event. This will skip the Notes and Lead Grading screens.

Log into the app. Tap the Options icon in the bottom right corner. Then tap on Advanced Settings.

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In the Advanced Settings screen, toggle OFF Lead Note and Lead Quality. Tap Save.

Upon scanning a QR code, the app will confirm capturing the lead and return to the Dashboard screen.

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