Collecting leads

The contact form

Turn on Collect leads in the card editor and your card shows a Share your contact button. Visitors leave their name, email and, if they like, a phone number and message. There’s nothing for them to sign up for.

The form says the details go to you and your organisation. Admins can link your own privacy notice in Settings → Organisation → Privacy; it’s shown on every form.

The leads inbox

Every lead lands in Leads. Search, and filter by card, person, team, source (NFC, QR or link) and date. Open a lead to see everything the visitor sent. Members see the leads from the cards they hold; admins see them all.

Exporting

On plans with lead export, Export downloads the leads you’re looking at as a CSV file for a spreadsheet or CRM. To send leads somewhere automatically, connect HubSpot or a webhook.

Deleting leads

Admins can delete leads one at a time or many at once, for example when someone asks to be forgotten. Copies already sent to a CRM must be deleted there too. In Settings → Organisation → Privacy you can also have leads deleted automatically after a set time.