Can I scan a business card to create a contact or lead?

Yes, you can add contacts and leads by scanning a business card using your mobile device's camera, or by using an existing photo of a business card. The app creates a new contact or lead using the information on the business card. Here are the steps:

  1. Tap the plus icon in the Contacts or Leads list page.

  2. Tap From Business Card.

  3. Tap either From Photo Gallery to use an existing photo, or tap Take Photo to take a photo of the card using your mobile device.

  4. Check the newly created contact or lead details and, if required, edit the details. Then tap Save.

Note: Here are some points to note about the business card feature:
  • Only business cards in English are supported at this time.

  • Only US address formats are supported at this time.

  • The business card needs to contain an email address. The domain name (@example.com) is used to search for an existing account. If a single account is found, then the account details are populated automatically in the new record. If more than one is account found, then the account field is left empty, and you will need to select an account.

  • The app has a list of job titles that are used to match the job title on the business card. If a match can't be made, then you can add it to the record, and the job title is added to the job title list so that it can be used in the future. Also, if you edit a job title then this is added to the job title list as a new job title, so that you can use it again.

  • For best results, you should use a photo of the actual business card. Don't use a photo which is a picture of a business card on a monitor, for example, as the image quality won't be good enough.

  • Ensure that there is a good color contrast between the business card background and the text on the card, as this enables a better scan.

  • Make sure that there's only one contact on the business card. You can't scan a card that contains more than one contact, as the app can only create one contact for each business card.