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Chapter 17: Managing Contacts on Mobile

The Contacts tab shows all leads captured at the current event. Search, filter, view profiles, add notes, answer qualification questions, and perform bulk actions.

17.1 The Contacts List

Tap the Contacts tab. Each card shows name, job title, event tag, lead score badge, and a visual score bar. Toggle between Contacts and Lists at the top. Use the search bar or Filters to narrow results. Contacts list — all leads with scores, event tags, and quick-action menus ▲ Contacts list — all leads with scores, event tags, and quick-action menus

17.2 Viewing a Contact Profile

Tap any contact card to open their full profile, organised into five tabs:
  • Profile — Contact information, upcoming meeting status, and quick actions: Enrich, Book Meeting, More.
  • Qualification — Answers to your booth questions, quality rating, and total score.
  • Notes — Free-text and voice notes.
  • Meetings — All meetings linked to this contact.
  • More — Additional actions and contact history.
Contact Profile — tabs for Profile, Qualification, Notes, Meetings, and quick-action buttons ▲ Contact Profile — tabs for Profile, Qualification, Notes, Meetings, and quick-action buttons

17.3 Answering Qualification Questions

Tap the Qualification tab on a contact profile to see your booth questions and answer them. The lead quality status (Hot, Warm, or Cool) and total score update automatically as you answer. A progress bar shows how many questions have been answered. Qualification tab — answer booth questions to update lead score automatically ▲ Qualification tab — answer booth questions to update lead score automatically
Always come back to fill in qualification questions before the end of the day. Qualified leads are significantly more useful to your sales team during follow-up.

17.4 Adding Notes

Tap the Notes tab. Existing notes appear as cards with timestamps. Tap + Add Text Note to type an observation, or tap Record Voice to leave a spoken note. Notes are visible to all team members with access to that event. Notes tab — text notes with timestamps; add text or voice notes ▲ Notes tab — text notes with timestamps; add text or voice notes

17.5 Bulk Actions in Contacts

Long-press any contact card to enter selection mode (checkboxes appear). Select contacts, then tap the bulk action menu. Available actions:
  • Add to List — Group contacts into an existing or new list.
  • Delete — Remove selected contacts (cannot be undone).
  • Share Digital Card — Send your card to all selected contacts.
  • Share Content — Send a digital asset to all selected contacts.
  • Export — Export selected contacts as a file.
  • Add Tag — Apply a shared label to multiple contacts.