We’re excited to introduce the new Capture tab in the latest Privyr mobile app!
This makes it easier than ever to capture and manage leads from both online and offline sources, with a one-stop hub to add or import new leads, manage your lead source integrations, and more. 🌟
Constantly meeting new people? You can even set your preferences to open the Capture tab by default as soon as you open the Privyr app!
As a sales rep, you want your sales process to be smooth and efficient – and we know this.
So here’s how your new Capture tab helps you achieve those goals. ✨
- ✅ Add & Import Leads from One Place: Whether you want to quickly add leads you’ve met on-the-go, import leads, or integrate with a lead source, you can get all of this done from the Capture tab.
- ✅ Easy Lead Management & Handling: Scroll down to set up lead assignment rules for your team or access other settings around handling leads.
- ✅ A Personalised Experience: Want the Capture tab to be the first thing you see when you open Privyr? No problem! Just set it under your Account tab > Settings > Personalisation > Default Home Screen. 😉
You may find setting your Capture tab as your Home Screen helpful if:
- 🚗 You do a lot of networking events, road shows, or exhibitions.
- 👋 You’re in any setting where you need to add a lot of offline or ad-hoc leads!
Pro Tip 💡: Looking for the Activities tab? You can still access it from the Home tab > Upcoming Activities > See All Activities.
Ready for easier-than-ever lead management with your new Capture tab?
It’s super simple. Just update your Privyr app to the latest version (v2.25.0), and your Capture tab will be ready for you.
Thank you for being a part of the Privyr community! As always, if you have any questions or suggestions, feel free to email us at support@privyr.com.
