Managing leads in Momentify gives you full visibility and control over the interactions captured during your events. From searching and sorting to editing and exporting, Momentify helps you stay organized and take action with ease.
In this article we'll cover what you can do within the Leads Table.
Search Leads
You can search across any field, including fields that are not currently visible in the table.
To Search:
Go to the event’s Leads table.
Use the search bar at the top of the table.
Enter your search text for any field (ex. name, email, company, or any field) to quickly locate a lead.
⚠️ Note: Searches will include hidden columns and custom template fields.
Sort Leads
Organize your leads by the data that matters most—like name, company, lead temperature, or session time.
To Sort:
Hover over any column header in the Leads Table.
Click the Header Name to sort ascending or descending by that field.
💡 Tip: Combine sorting with searching to quickly find high-priority leads.
Editing Leads
🚨 This action requires Admin permissions.
Admins and Editors can edit most lead details, including names, emails, notes, and follow-up information. Some system fields, such as trait selections or metadata, may not be editable.
To Edit a Lead:
Hover over the lead row and click the pencil icon or select Edit from the row options menu.
Update the fields in the side panel.
Click Save to confirm changes.
Deleting Leads
🚨 This action requires Admin permissions.
To Delete a Lead:
Click on the checkbox in the lead row.
Select on Delete button at the top of the table.
Confirm the deletion when prompted.
For any questions or issues, reach out to our support team directly from the in-app Help panel.