Never lose an opportunity again: scan business cards you receive and insert the information immediately to your CRM!
It’s actually really easy to scan a business card. The scanner is available in our mobile app:
- Click on Menu > Contacts
- Click on the + to add a new contact
- Click on Scan business card
- It is essential that the Teamleader Focus app has access to the camera of your phone. With it, you can take a picture of the business card. Teamleader Focus will recognise the information on it, but you can still make some changes and add or edit information.
- After you've added the contact, you can click on the + on the contact detail page and add a linked company, background information, deal or a file.