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CRYSTAL LEAD RETRIEVAL APP MANUAL


BEFORE YOU BEGIN YOUR 2021 EVENT EXPERIENCE DELETE OLDER VERSIONS OF THIS APP FROM YOUR DEVICE
(FROM PREVIOUS CONFERENCES)

STEP 1 – Download the App

  • click on the links provided in the instructional email to download the App
  • search for the app name: CRYSTAL EVENT LEADS
  • downloaded the app
Crystal Event Leads

Step 2 – Activate / login

  • click on “Activate License” and perform on of the following:
    • enter activation code that was provided in the instructional
      email
    • scan QR code that was provided in the instruction email

Step 3 – Update Your User Profile

  • click on “Activate License” and perform on of the following:
  • enter activation code that was provided in the instructional
    email
  • scan QR code that was provided in the instruction email
Crystal Event Leads - User Profile

Step 4 – UPDATE YOUR QUALIFIERS

  • remove any of the default
    qualifiers that do not apply to your business
  • add any qualifiers specific
    to your business

  • click on the house icon to
    return to the Home Page

Step 5 – start collecting leads

  • click on any blue button
  • aim your phone at the barcode on a name badge
  • wait till you hear a “beep”

Step 6 – leads captured

  • view your leads at any time
  • manually add a lead
  • sort your leads
  • search your leads
  • click on any lead in your list to see their details
    • scroll to the bottom of a
      lead to update the Qualifiers or to add Notes

Step 7 – email me my leads

  • at any time, you can email an excel document of your leads (will be sent to the email address under “User
    Profile”)

* YOU MUST SYNC YOUR LEADS FIRST *

Step 8 – sync my data

  • periodically you must sync your leads to the conference database