CRM Help

Whenever you have a conference or participate in a trade show, one of the most important things is the trade show lead management.Your sales staff needs to be better equipped with the right tools to store the lead information.Not only this, they should also be able to identify and collect qualified sales prospects.In the overall trade show lead management, the last yet the most important stage of your campaign is having a follow-up plan.

It is important that the sales team does not lose the valuable leads to the competitors but engage the prospects as soon as the trade show is over.In that case, having a follow-up plan developed before the event is very useful.

Collecting qualified leads and transferring them to your sales teams, who can effectively follow up with the prospects, needs to be a hassle free process.Zoho's Leads app helps you manage the leads easily with the business card and badge scanner options that scans the information and stores it as a lead in your Zoho CRM account.


The Leads app has the following benefits:

  • Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up.You can quickly add leads and assign them to the sales rep while you are still at the trade show.
  • Evaluate your campaign's success by identifying campaigns that generate quality leads.From the Leads app, associate leads to the campaigns in your Zoho CRM account and keep track of them.
  • Keep your team members informed as you interact with the potential customers by updating tasks and notes for the leads in the app.


Scan Business Card


To scan a business card

  1. Place the business card on the desk and tap Scan Card in the Leads app.
    Your iPhone will take a photo of the business and scan the details.These details will be populated in the lead's form.
  2. Make the necessary changes to the lead details and tap Save.

Scan Badge


To scan badge

  1. Tap Scan Badge in the Leads app.
    Your iPhone will take a photo of the QR code and populate the details in the lead's form.
  2. Make the necessary changes to the lead details and tap Save.


Add Leads

Within the Leads app, you can add leads.Lead information can also be scanned and added in the app.


  1. Tap Add Lead.
  2. In the Add screen, enter the lead's details.
  3. 保存をタップしてください。

Edit Leads


  1. Tap on the record that you want to edit.
  2. Tap Edit.
  3. Make the necessary changes and tap Save.

Change App Settings

Under the Lead app's setting, you can do the following:

  • Add languages - You can select languages from English, French, German and Spanish.When a business card is in one of the selected languages, the lead information is populated in the app.
  • Save to Photostream - You can store a copy of the business cards/badges in your iPhone's Photostream.
  • Feedback - Any comments or suggestions regarding the app can be sent to our team.
  • Send Crash Reports -
  • Zoho Account Details - You can log out from the Leads app and log in again using the Zoho CRM login credentials.

To change app settings

  1. Tap the Settings icon in the Leads app.
  2. In the Settings screen, you will have the options mentioned above.
  3. Make the necessary changes and tap Save.


  • The Location Service settings should be switched on.******
  • Only the contacts within the specified radius will be located in the map.


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