sagesummit2015 hands on ipad faqs

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SAGE Summit 2015 Lead Retrieval Hands On

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iPad Lead Capture instruction manual

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SAGE Summit 2015 Lead Retrieval Hands On If you are using yourOwn iPad follow these Directions for Downloading the App Search for 'Alliance Tech' within the App Store to download the 'Intelligent LEADS' App. * If a previous version of the app was used, please delete it and download the latest version from the app store. Recommendation:Move the icon to the home bar. * The first time the App is opened, you will be prompted to Begin Set Up and Accept Terms. New Features Take a moment to look at the new features and upgrades to Alliance Tech's lead retrieval app. Tap on OK, I got it! to get started. This is the standard splash screen to orient you to the app. Event ConfigDevice Name Device Names MUST be unique and is included in the lead export. Event ID The 8-character, alpha-numeric code will beprovided by Alliance Tech.Please come to the desk near the Exhibitor Services desk beginning at Noon Sunday, July, 26th. We will be providing hand outs from noon-5pm, and 8am-5pm on Monday, July 27th. For questions contactSarah Garza at (512) 762-7919 [email protected] Capture Screen Allow the camera to focus on the QR code to capture the Badge Details. Lead Details Screen Review the information that the attendee provided during registration. Click on Next to continue to the survey and comments. Select Next to continue into optional survey. If you skip, you will be directed to the comments page (the final page of the survey). Standard Quick Notes Survey Questions !First Page of the Quick Notes Survey. Multi Select Response Values.Comments and PriorityTap into the comments box to enter additional notes. Use the slider to set priority (defaults to Medium). Tap Done to complete the lead capture. Capture Tap to return to the capture screen to take additional leads Sync Leads Tap to manually sync your leads.Leads are automatically syncd in 5 minute intervals when connected to WiFi. View Leads All capturedleads will be shown here. Email Leads This is an admin tab Quick Scan Mode Enable quick scan to quickly scan attendees. After using quick scan mode, all leads are available for edits and comments. Cross-Tablet Sync Use this feature to share leads with multiple devices using the same event configuration. Demo Mode Leads captured in this mode will NOT be saved.It is for testing and demonstration purposes only! Settings- This is an admin tab Admin Screen Click on the blue bars to open the menu Click to view leadsView LeadsYou can sort leads by date, name, company or device.Click on the leads to edit and add comments at any time. Click into the lead to be able to edit the survey and append comments.