The momencio Presentation App helps you to expand your network any time the opportunity occurs. You can choose to:
- Add a lead by scanning a badge or card
- Manually enter a contact
- Select one from your list
Based on your preferences tap/click on the relevant option on the presentation welcome screen (see photo below):
Scan contact's business card process
Step 1: Click on the "Scan Card" option and scan the business card.
Step 2: Review the information in the preview screen.
Step 3: Click on the ... to see possible alternative suggestions.
Step 4: Click to save the contact and start the presentation.
Scan lead's badge
In order to be able to use this functionality you should have complete the badge configuration in the momencio web portal. Otherwise the system will not have the necessary information to contact your event's API and recognize your lead's information.
Once you scan a lead's badge, momencio will give you a preview screen with all the information about this lead. You can review, save and start your presentation.
Manually enter contact's information
Fill out your contact's information and click to save. Then you will be able to start presenting to this contact.
To access your momencio contact's section click on the Contacts icon at the menu. Please note that in some cases based on your momencio edition you might not be able to see this section.
Select contact from your list
- Click on the [+] sign to add a new contact.
- Click on the Edit button to update the contact's information.
- Click on any contacts profile to access the single view
- Use the search box to search for a specific contact
Based on your permissions and devices you will be able to call a contact via momencio.