COOL ID

Lead Management

Manage the leads and contacts you collect through Cool ID.

Required Subscriptions: Available only for Corporate PRO & PRO+ admins and individual PRO & PRO+ users.

Cool ID Leads

A Lead or Contact can be created in several ways:

  • When you or a team member shares a digital business card via card URL, QR code scan or NFC and the prospect fills out the Lead Capture Form.
  • When you scan a paper business card using the OCR scanner.
  • When one Cool ID user connects with another Cool ID user.
  • By importing leads via CSV.
  • By manually adding a lead.

Viewing Leads (Messages)

  1. In the Cool ID Dashboard top bar, click Messages.
  2. In the Messages tab you will find a chronological list of every prospect/contact you have connected with via Cool ID.
  3. Each lead entry shows the information gathered from your lead capture form, tags, who the lead connected with, lead type, CRM sync status and connection date.
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