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.