{"id":9853,"date":"2024-12-28T17:36:31","date_gmt":"2024-12-28T17:36:31","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=9853"},"modified":"2024-12-28T17:36:31","modified_gmt":"2024-12-28T17:36:31","slug":"new-capture-tab-privyr","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/new-capture-tab-privyr\/","title":{"rendered":"New Feature: Introducing the Capture tab \u2728"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"453\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/Capture-Tab-in-the-Privyr-App-1024x453.jpg\" alt=\"\" class=\"wp-image-9856\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/Capture-Tab-in-the-Privyr-App-1024x453.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/Capture-Tab-in-the-Privyr-App-300x133.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/Capture-Tab-in-the-Privyr-App-1536x680.jpg 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/Capture-Tab-in-the-Privyr-App-300x133@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We\u2019re excited to introduce the new Capture tab in the latest Privyr mobile app!<\/p>\n\n\n\n<p>This makes it <strong>easier than ever to capture and manage leads from both online and offline sources<\/strong>, with a one-stop hub to add or import new leads, manage your lead source integrations, and more. \ud83c\udf1f<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"521\" height=\"851\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/met-someone-new.png\" alt=\"\" class=\"wp-image-9855\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/met-someone-new.png 521w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/met-someone-new-184x300.png 184w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/12\/met-someone-new-184x300@2x.png 368w\" sizes=\"(max-width: 521px) 100vw, 521px\" \/><\/figure><\/div>\n\n\n<p>Constantly meeting new people? You can even set your preferences to open the Capture tab by default as soon as you open the Privyr app!&nbsp;<\/p>\n\n\n\n<p>As a sales rep, you want your sales process to be smooth and efficient &#8211; and we know this.<\/p>\n\n\n\n<h2><strong>So here\u2019s how your new Capture tab helps you achieve those goals. \u2728<\/strong><\/h2>\n\n\n\n<ul>\n<li><strong>\u2705 Add &amp; Import Leads from One Place<\/strong>: Whether you want to quickly add leads you\u2019ve met on-the-go, import leads, or integrate with a lead source, you can get all of this done from the Capture tab.<br><\/li>\n\n\n\n<li><strong>\u2705 Easy Lead Management &amp; Handling<\/strong>: Scroll down to set up lead assignment rules for your team or access other settings around handling leads.<\/li>\n<\/ul>\n\n\n\n<ul>\n<li><strong>\u2705 A Personalised Experience<\/strong>: Want the Capture tab to be the first thing you see when you open Privyr? No problem! Just set it under your <strong>Account tab &gt; Settings &gt; Personalisation &gt; Default Home Screen<\/strong>. \ud83d\ude09<\/li>\n<\/ul>\n\n\n\n<p>You may find setting your Capture tab as your Home Screen helpful if:<\/p>\n\n\n\n<ul>\n<li>\ud83d\ude97 You do a lot of networking events, road shows, or exhibitions.<\/li>\n\n\n\n<li>\ud83d\udc4b You\u2019re in any setting where you need to add a lot of offline or ad-hoc leads!<\/li>\n<\/ul>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ecfcfe\"><strong>Pro Tip \ud83d\udca1<\/strong>: Looking for the <strong>Activities<\/strong> tab? You can still access it from the <strong>Home tab > Upcoming Activities > See All Activities<\/strong>.<\/p>\n\n\n\n<h2><strong>Ready for easier-than-ever lead management with your new Capture tab?<\/strong><\/h2>\n\n\n\n<p>It\u2019s super simple. Just update your Privyr app to the latest version (v2.25.0), and your Capture tab will be ready for you.<\/p>\n\n\n\n<p>Thank you for being a part of the Privyr community! As always, if you have any questions or suggestions, feel free to email us at <a href=\"mailto:support@privyr.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@privyr.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our new Capture tab makes it easier than ever to add, import, and manage both online and offline leads!<\/p>\n","protected":false},"author":8,"featured_media":9857,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[788,469,791,538],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introducing the new Capture tab | Privyr Feature Update<\/title>\n<meta name=\"description\" content=\"Privyr&#039;s new Capture tab makes it easier than ever to add, import, and manage both online and offline leads!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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