CRYSTAL LEAD RETRIEVAL APP MANUAL

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

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

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