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A connection is someone you captured. In Tap Teams the same records appear as Leads — connection is what the app calls them.
The mobile Leads screen listing a captured connection with a score badge and the time of capture, with search, filter, export and add buttons.

Each connection shows its quality score and when you met

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How connections are created

  • Someone fills in your capture form after a tap or scan.
  • You scan a business card, QR code, or event badge.
  • You add someone manually.

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Qualifying a lead

Right after a lead is saved, the app offers two quick questions — the relationship you have with them, and their buying role. You can skip them and come back later.
Answer these at the event. Thirty seconds while the conversation is fresh produces better data than an hour of guessing a fortnight later.
Every lead also carries a quality score marking it Hot, Warm, or Cold, calculated from what was captured.

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Organising them

Connection groups

File connections into groups — by event, by region, by campaign.

Tags

Label them for filtering later. See Tags.
Notes attach to any connection, and you can browse your full connection history or discover connections across your network.
Add a note while you still remember the conversation. “Met at the Berlin booth, evaluating for Q3, currently on a competitor” is worth more three weeks later than any amount of captured form data.

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Recording a meeting

Attach a recorded conversation to a connection and Tap transcribes it, then extracts a summary, key topics, buying signals, objections, your talk ratio, and action items. See Meetings.

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Following up

Action items become follow-ups. Mark them done as you complete them — that’s what feeds your team’s action completion.

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Saving to your phone

A connection can be saved into your phone’s own contacts, so they’re reachable from your dialler without opening Tap.
This copies the contact. It doesn’t link the two — later edits in Tap won’t update your phone contact, and vice versa.

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What your admins see

Admins see the whole team’s connections in Tap Teams, and connections sync to your company CRM where an integration is set up.
Connections belong to the company, not to you personally. If you leave, the leads you captured stay with the team.