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Cloud template · lead-capture

Trade Show Lead Capture

Scan badges or enter leads with interest level, follow-up flag and capturer attribution.

Example scenario

Booth staff scan BADGE-… codes (or type), set Interest to Hot/Warm/Cold, tick Follow Up; Captured By/At fill automatically.

The problem

Business cards in a fishbowl lose context. CRM import needs structured Interest and Follow Up fields.

The WiScanner Cloud solution

Create a sheet from the lead-capture template in WiScanner Cloud, invite your team, and scan barcodes from the WiScanner mobile app into the same live rows. Columns below match the built-in template—hide or extend them as needed. Product overview: WiScanner Cloud.

Sheet template fields

NameCompanyJob TitleEmailPhoneInterestFollow UpNotesCaptured ByCaptured At

Potential impact

Where this is useful

Open Cloud and pick this template

cloud.wiscanner.com · Product page