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Capturing Leads

BoothRev gives you three ways to capture a lead. Use whichever one fits the moment. You don’t have to pick one method for the whole event.

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Method 1: Manual entry

Best for: quick capture when the conversation is still happening.
  1. Tap + New Lead from the leads list.
  2. A blank note box opens. Type whatever you can — name, company, what you talked about, anything. It doesn’t need to be structured.
  3. Tap Save.
That’s it. Saving creates the lead and drops you onto its page. There’s no form to fill in — just get the conversation down while it’s fresh. Once you’re back online, BoothRev’s background enrichment reads your note and suggests fields (name, email, company, title) as chips you can tap to apply. You stay in control: nothing gets applied without you tapping it. Add the email whenever you get it — either right away or later from the lead’s page. Until an email is confirmed, the lead shows as Email needed in your leads list.

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Method 2: Business card scan

Best for: capturing contact details quickly and accurately from a physical card.
  1. Tap the Scan button at the bottom of the screen.
  2. Point your phone camera at the business card.
  3. BoothRev reads the card and extracts the name, company, title, email, and phone.
  4. Review the extracted fields. Correct anything that’s wrong.
  5. Tap Save.
Card scanning runs on your device. The photo never leaves your phone. When you’re back online, BoothRev uses AI to refine the extracted fields — but only for fields you haven’t already confirmed. Your edits always take priority. If you’re offline, you’ll see the raw text from the scan and can fill in the fields manually. Once you’re back online, BoothRev processes it automatically.

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Method 3: Voice note

Best for: capturing the full context of a conversation after it ends — what was discussed, what they cared about, what the next step is.
  1. Find the lead you want to add context to, or create a new one first.
  2. Tap the Voice button in the composer bar at the bottom of the lead page.
  3. Speak naturally. Describe the conversation, the pain points they mentioned, what they asked about, and what you agreed to do next.
  4. Tap Stop when you’re done.
  5. BoothRev saves the recording immediately. Once online, it transcribes it and extracts key details.
A 60-second voice note typically transcribes in about 2 seconds when you’re connected. You’ll see the transcript appear on the lead’s activity timeline. Speak in whatever language the conversation happened in — BoothRev detects the spoken language automatically and transcribes it, regardless of the event’s configured language.

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Choosing the right method

You can combine them. Scan the card to get the contact details, then add a voice note for the context.