Overview

Required subscription: Exclusively available on the Event Lead Capture (ELC) plan.

Completed Leads allows teams to mark Qualifier fields as Necessary for Completion within an Event Flow. Leads can still be captured and saved even if these fields are empty, helping teams move quickly during live conversations and events.

If a lead is missing any Necessary for Completion fields, Popl marks the lead as incomplete and prompts the lead owner to return and finish the missing information later.

Completed Leads also provides visibility into lead quality by tracking completion rates directly within Event Flow metrics.

Before You Start

Before using Completed Leads, ensure the following:

Your team is on the Event Lead Capture plan
You are a Full Team Admin or Subteam Admin
At least one Event Flow has been created

Within ELC teams:

Full Team Admins and Subteam Admins can configure Necessary for Completion settings
Members can complete leads in the mobile app
Members cannot modify completion settings

How Completed Leads Works

Admins can mark Qualifier fields as Necessary for Completion within the Data Capture step of an Event Flow.

A lead is considered:

Status	Definition
Complete	All Necessary for Completion fields contain values
Incomplete	One or more Necessary for Completion fields are empty

Incomplete leads:

Still save successfully
Still sync to connected CRMs
Continue through all Event Flow automations normally

The only difference is that Popl prompts users to return and complete missing information later.

Necessary for Completion vs Required Fields

Necessary for Completion and Required fields serve different purposes.

Setting	Behavior
Required	Blocks a lead from being saved until the field is completed
Necessary for Completion	Allows the lead to save, but marks it as incomplete until the field is filled in

This allows teams to prioritize speed during live lead capture while still maintaining lead quality after the event.

Default Behavior and Rules

Eligible Fields

Any qualifier can be marked Necessary for Completion. If you need additional fields to be marked as necessary for completion, reach out to our support team at [email protected].

Duplicated Flows

When duplicating an Event Flow:

All Necessary for Completion settings carry over automatically

Existing Leads

Necessary for Completion settings apply to:

New leads
Existing leads already captured in the Event Flow

Setting Up Necessary for Completion Fields

Admins can enable Necessary for Completion from the three-dot menu on any Qualifier field within the Scanned Leads tab

Once enabled:

The field immediately receives a Necessary for Completion indicator
All leads in the flow are evaluated against the new requirement

If Necessary for Completion is removed from a field:

Any leads previously marked incomplete because of that field become complete immediately

Where Completion Status Appears

Completion status appears throughout both the mobile app and the dashboard.

In the mobile app

The mobile app helps team members identify and complete incomplete leads after capture.

Incomplete Lead Banner

If a user has incomplete leads created within the last 7 days:

A banner appears at the top of the leads list
Users can tap the banner to filter incomplete leads

Alert Icons

Incomplete leads display warning indicators:

In the leads list
On the lead detail page
Next to each missing Necessary for Completion field

This helps users quickly identify which information still needs to be added.

In the dashboard

Completed Leads metrics appear throughout the dashboard experience.

Event Flow Metrics

Each Event Flow displays a Completed Leads metric showing:

The percentage of complete leads
Completion progress across the flow

Event Flows List View

The Completed Leads metric also appears as a column within the Event Flows list page.

Lead Filtering

Users can click the Completed Leads metric to open filtered lead views.

The Leads page also includes filters for:

Complete leads
Incomplete leads

Non-Admin Alerts

Non-admin users will also see incomplete lead alerts on the Leads page when they have incomplete leads created within the last 7 days.

FAQ

Question	Answer
Does an incomplete lead still sync to my CRM?	Yes. Completion status does not affect sync behavior. Incomplete leads sync normally based on your Event Flow integration settings.
Do duplicated flows inherit Necessary for Completion settings?	Yes. All Necessary for Completion settings automatically carry over when an Event Flow is duplicated.
Can members change which fields are Necessary for Completion?	No. Only Full Team Admins and Subteam Admins can configure Necessary for Completion settings. Members can only complete missing fields.