Did you receive a business card at a trade show or a meeting and need to quickly save the information to your CRM system? For this exact purpose, we have a great feature in our mobile app called Scan Business Card.
How it works
The Scan Business Cards feature can be accessed from the Dashboard by tapping the blue plus button. You can Scan the business card or Select from gallery. Confirm the selection and proceed to editing.
Data can be moved from one field to another field as needed by briefly holding the text tag, then dragging and dropping it. Tap the three dots button in each row to access the text Edit or Delete options. Continue by tapping Confirm.
After tapping the Confirm button, you will be redirected and can select whether to create a Contact, Lead, or Account (as an individual) from the business card.
Save the selection.
And that's it! From now on, no more manual contact information retyping.