Overview
Required Subscription: Event Lead Capture or Digital Business Card plan
The Leads page is where every lead your team captures in Popl lives. It uses a table layout, similar to a spreadsheet, so you can choose which fields appear as columns, filter on any field, and edit lead data directly in the list.
It also shows whether each lead has synced to your CRM, which makes it easier to reconcile your leads after an event.
How Leads Are Created
A lead is created automatically whenever someone connects with you or your team. The table below shows each method.
Method | How the Lead Is Created |
Digital business card share | Someone opens your card through the URL, QR code, or NFC accessory and completes your Lead Capture Form |
Paper business card | Scanned with the Business Card Scanner in the mobile app |
Digital business card file | A PDF or image uploaded to the Universal Digital Card Scanner |
Event badge | Scanned with the Badge Scanner |
Popl-to-Popl | Created automatically when two Popl users connect |
CSV import | Uploaded in bulk from the dashboard |
Manual entry | Added individually from the dashboard |
Opening the Leads Page
On the dashboard:
Log in to the Popl dashboard.
Click Leads in the left navigation panel.
In the mobile app:
Open the Popl app.
Tap Leads in the bottom menu.
Who can see which Leads
What you see on the Leads page depends on your role.
Role | What You Can See |
Full Team Admin | All leads captured by everyone on the team |
Subteam Admin | All leads captured by members of your subteam |
Member | Only your own leads, with limited filter options |
Customizing your Columns
You can choose which lead fields appear as columns and arrange them in the order that works best for you. Any field can become a column, including custom fields, qualifiers, enrichment data, tags, lead owner, Event Flow, and sync status.
To choose your columns:
On the Leads page, click Columns.
Turn on the fields you want to see and turn off the ones you don't.
Drag the fields into the order you want.
Saving a Team Default View
Only admins can save a team default view. Once saved, your column selection and order become the default layout for everyone on the team, so all users work from the same view after an event.
Set up your columns the way you want them.
Click Save as team default.
Filtering your Leads
You can filter the Leads page on any lead field. Click the Filter icon at the top of the page, choose a field, pick an operator, and set your value. The list updates to show only matching leads, and you can combine multiple filters to narrow your results further.
The operators you can choose from, such as Contains, Is Any Of, or Is Set, depend on the type of field you are filtering. For a full breakdown of each operator, see Understanding Filter Operators for Leads, Sync, and Follow-Up.
You can combine multiple filters to narrow your results further.
Filter Type | Example Use |
Lead owner or member | See leads captured by one rep |
Review leads for one business unit or region | |
Event Flow | Pull every lead from a specific event (ELC Plan) |
Find leads you labeled during or after an event | |
Qualifiers | Find leads based on how they were qualified, such as lead rating or product interest |
Custom fields | Filter on any field your team created in Field Manager |
Enrichment data | Filter by company, title, industry, or other enriched details |
Sync or export status | Find leads that failed to sync, were blocked, or haven't been exported yet |
Lead type | See how leads were captured, such as badge scan, card share, or CSV import |
Date | Find leads captured within a specific date range |
Editing Leads
Inline Editing
Most lead fields can be edited directly in the table, the same way you would update a cell in a spreadsheet.
Click the cell you want to change.
Enter or select the new value.
Click outside the cell or click Apply to save.
Editing the Full Lead Record
To see or update everything on a lead, click into the lead to open its full record. From there, you can:
Action | What It Does |
Edit | Update any field on the lead |
Save as contact | Add the lead to your phone's address book |
Send email | Email the lead directly from the dashboard |
Add tags | Label the lead for filtering and organization |
Transfer the lead to another team member | |
Re-enrich | Refresh the lead's enrichment data if details changed or a scan missed something |
[Add screenshot: Full lead record view with action buttons visible]
Understanding Sync Status
Each lead's sync status appears as an icon in the sync and export column. The icon tells you what has happened to that lead with your connected CRM, so you can spot problems without leaving the Leads page.
Icon Shows | What It Means | What to Do |
Synced = Integration logo (i.e., HubSpot, Salesforce) | The lead was sent to your CRM successfully | No action needed |
Sync failed = Integration logo with red exclamation point | The lead was sent to your CRM, but the sync did not complete | Click the integration icon to open the sync log, then use Debug with AI to see a plain-language explanation of what went wrong |
Blocked = Gray circle slash | The lead did not match any of the Dynamic Lead Sync rules in its Event Flow, so it was intentionally kept out of your CRM | Review your sync rules in the Event Flow's Sync step if the lead should have synced |
No icon | The lead has not been synced or exported yet | Export the lead or confirm your integration is connected |
Required Field Warnings
If your Event Flow uses Completed Leads, a warning indicator appears on any lead that is missing a required field.
Fill in the missing information to mark the lead as complete.
Adding Leads
You can add leads from the Leads page in three ways. The table below explains when to use each one.
Option | Best For |
Create from Enrichment | Adding a lead when you only know their name and company, and want Popl to fill in the rest |
Create from Scratch | Adding a lead when you already have their details and want to enter them yourself |
Import Lead List | Adding many leads at once from a CSV file |
Create from Enrichment
On the Leads page, click Create Lead.
Select Create from Enrichment.
Choose the Lead Owner and who the lead Connected With.
Enter the lead's name and company. Popl enriches the lead with additional details such as title and company information.
Review the enriched details and adjust any fields if needed.
Click Create Lead.
Create from Scratch
On the Leads page, click Create Lead.
Select Create from Scratch.
Choose the Lead Owner and who the lead Connected With.
Fill in the default fields and any custom fields you want to include.
Click Create Lead.
Import Lead List
On the Leads page, click Create Lead.
Select Import Lead List.
Upload your file. We recommend downloading the CSV Template first so your columns are formatted correctly.
Match each column in your file to a Popl lead field.
Choose where the imported leads should sync. If you assign the leads to an Event Flow, Popl automatically includes that Event Flow's sync integrations.
Click Import Leads.
For a full walkthrough, see List Enrichment.
Exporting Leads
You can send leads out of Popl in two ways from the dashboard.
Button | What It Does |
Export via CSV | Downloads the selected leads as a CSV file |
Sync to CRM | Sends the selected leads to your connected CRM |
Export via CSV
On the Leads page, select the leads you want to export.
Click Export via CSV.
Choose the fields to include, or select a saved preset.
Download your file.
Using CSV Export Presets
When you export to CSV, you can pick exactly which fields to include and save that selection as a preset to reuse on future exports.
Role | What You Can Do |
Full Team Admin | Create, save, and use presets |
Subteam Admin | Create, save, and use presets |
Member | Use existing presets |
Sync to CRM
Before you can sync leads to your CRM, your integration must be connected.
On the Leads page, select the leads you want to sync.
Click Sync to CRM at the top right corner of the page.
Choose your connected CRM.
Confirm the sync.
After syncing, check the Sync & Export column to confirm each lead went through. If a sync fails, click the integration icon to open the sync log.
Bulk Actions
Bulk actions let you update many leads at once. Select leads using the checkboxes, or click Select all, and an action bar appears at the bottom of the page.
Action | What It Does |
Add to Event Flow | Assign the selected leads to an Event Flow |
Add tag | Apply a tag to the selected leads |
Remove tag | Remove a tag from the selected leads |
Reassign | Transfer the selected leads to another team member |
Send email | Email all selected leads at once |
Export | Send the selected leads to a CSV file or your connected CRM |
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]