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Lead management

All your leads in one place

Captured leads with associated surveys and sketches can be viewed, edited, and then exported in the app so you can process them later on back at the office.

Get an overview

The library is the central storage location for all of your captured leads. You can view, edit, sort, and assess leads there. You can also search for specific leads, send outstanding thank you e-mails, and initiate an export.

Export leads

You decide which leads you want to export:

• All leads
• Not yet exported leads
• Leads within a certain time period
• Leads with a certain survey
• Selected leads
• Leads without surveys


Export options

Captured leads are exported as .csv or .xlsx files, then transmitted to your PC or CRM. The exported file can be sent via e-mail or shared using WebSync or Cloud services.

Learn more

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