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How-to: dimedis LeadMate

Effi­cient scan­ning and man­age­ment of trade fair con­tacts with Lead­Mate by dimedis! Col­lect, record and track leads. Fast, sim­ple, suc­cess­ful.

In these instruc­tions, we show you how to acti­vate and use the dimedis app in just a few steps.

App Lead Mate EN
Download from App Store
  • Down­load the app from the Google Play Store or Apple Store.
  • Search for ​“Lead­Mate”.
  • Alter­na­tive­ly: Use the QR code for Google and Apple.
Activating the App
  • After down­load­ing the app you will receive the required user licens­es as QR codes by email.
  • Use your phones cam­era and sim­ply scan the QR code.
  • Make sure that your smart­phone is con­nect­ed to the inter­net dur­ing activation.
  • Expe­ri­ence has shown that not every com­pa­ny cell phone has full inter­net access, please check your inter­net con­nec­tion before scan­ning the QR-Code.
Customization of the App
  • You will receive an admin­is­tra­tor QR code by email.
  • After scan­ning you have access to the admin area.
  • The admin area pro­vides you with more fea­tures to cus­tomize and con­fig­ure the apps to your spe­cif­ic needs.
  • There is no fixed admin­is­tra­tor role. Every team mem­ber can use the admin functions.
  • Cre­ate indi­vid­ual tags with­in the admin area to clas­si­fy con­tacts as you wish.
    Rec­om­men­da­tion: Cre­ate the tags before the trade fair so that all your employ­ees have them avail­able prior.
  • You can also cre­ate tag groups and define as many addi­tion­al tags as you like.
  • Use the ​“Mul­ti­s­e­lect” option to decide whether sev­er­al tags can be select­ed with­in a tag group or if one tag is enough.
  • Tags and tag groups can be delet­ed at any time.
    Please note: Tags are always syn­chro­nized with your employ­ees’ end devices.
    Changes to the tags dur­ing the trade fair can lead to incon­sis­ten­cies, e.g. tags that have already been used are edit­ed or deleted.
Capturing Leads
  • Press the ​“Scan” but­ton to cap­ture the QR code on your vis­i­tor’s ticket.
  • Alter­na­tive­ly, you can dig­i­tize your vis­i­tor’s busi­ness card by sim­ply tak­ing a pic­ture of it.
  • You can also enter the con­tact man­u­al­ly using the ​“Plus” button.
  • You can see the record­ed leads direct­ly and eas­i­ly on the overview page.
  • Spe­cial fea­ture: Enter tags and notes for each contact.
Synchronizing Contacts
  • The app syn­chro­nizes all data automatically.
  • If there is no inter­net con­nec­tion, your scanned QR codes are pre-saved on your smartphone.
  • As soon as an inter­net con­nec­tion is avail­able, the scanned con­tacts are auto­mat­i­cal­ly syn­chro­nized and displayed.
  • Please note: An inter­net con­nec­tion is manda­to­ry for busi­ness card recognition.
  • You can ini­ti­ate syn­chro­niza­tion with the trade fair serv­er at any time using the ​“Syn­chro­nize now” function.
  • All data that has not yet been down­loaded or trans­ferred will be syn­chro­nized between your end device and the trade fair server.
Viewing Contacts
  • The con­tact can be edit­ed imme­di­ate­ly after it has been saved in the app.
  • If you want to scan mul­ti­ple tick­ets in a row, switch off the ​“Show con­tact after scan” option. This allows you to cap­ture the next vis­i­tor details with­out interruption.
Download Contacts
  • You can receive your con­tacts as Excel file by email when click­ing the ​“down­load but­ton” in your list of scanned contacts.
  • Indi­vid­ual con­tacts can be added direct­ly to your per­son­al con­tacts on your smart­phone or sent as a vCard by email.
Download all Team Contacts
  • In the admin­is­tra­tor area, you can down­load the cur­rent list of your team’s record­ed leads as Excel file at any time.
  • You will then receive the Excel file as a down­load link.
  • Please note: The list of scanned con­tacts may dif­fer if your employ­ees’ end device does not auto­mat­i­cal­ly syn­chro­nize with the trade fair server.
Access to Desktop App
  • Down­load the desk­top app via the link in the email.
  • To log in, use the account that you also used to pur­chase tickets.
  • Your account is already acti­vat­ed and the desk­top app ready to use.
  • All func­tions of the smart­phone app are also avail­able in the desk­top version.
  • Please note that you are per­ma­nent­ly in admin­is­tra­tor mode in the desk­top app.
  • You see the leads of your entire team and can also add and edit your own.
  • Leads from your team mem­bers can also be edit­ed, where­by a copy of the lead is cre­at­ed with your ID so that dif­fer­ences can be tracked.
  • You can down­load your con­tacts direct­ly as an Excel file and send them by email through a link.

Let us help you con­cen­trate on what is impor­tant: con­nect­ing with your visitors!

If you have any ques­tions, please get in touch with your con­tact person.