How to Scan a Business Card to Create a Contact in the Mobile App.

Below outlines the process of creating a contact by scanning a business card in the mobile app.

1. Once you've logged into your mobile app, click the + at the bottom of your screen.
2. Select scan business card from your listed options.
3. Scan the card. Make sure you align the card in the orange box and have good lighting.
4. Review the information that the app generated from the card. Select the property fields that are correct. Click next in the upper right.
5. If some fields were incorrect on the previous screen, review the other options the app provides. Click next in the upper right.
6. Review all fields and complete any empty fields by manually entering the information. Click save in the upper right.
7. The app will automatically pull up the record you just created. 
   1. Under About - complete any empty properties you find necessary to capture such as address.
   2. Under Associations - associate the newly created contact to an existing company, deal, and/or event.
   3. Under Activity - you can add a note, create a task, or log a meeting (call, email, meeting, etc...)