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iOS app - Getting Started Guide for Sales (without Salesforce)

Getting set up


Download the Attend Mobile App on your iPhone.

Allow for Push Notifications & sign in with your Attend Account. If prompted to connect with Salesforce select "Never".

The Attendee List and mark "Favorites"

From the Attendee list you can search for people then you can swipe left to "Favorite" people. 

During the Event

See your Attendees arrive

You will receive a push notifications as your Favorites check-in.

You can see the Attendee’s profile - their picture, LinkedIn & Twitter, along with information collected upon registration.

 

View Attendee Profiles

From within an Attendee's profile you can see a picture, LinkedIn and Twitter profile, as well as all information gathered upon registration. 

Capture Event Conversations

Taking a “Note” will log a conversation in Attend. After the event, you can export your notes to carry over to your CRM. 

 

 

 

 
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