Never lose an opportunity again: scan business cards you receive and insert the information immediately to your CRM!
It’s actually really easy. The scanner is available in our two Teamleader Mobile Apps. The Teamleader Classic app contains a button on the upper right hand side on the dashboard which will access your phone’s camera. The new Teamleader app contains the button inside the Contacts module, also on the upper right hand side.
Note here that it therefore is essential that the Teamleader app has access to the camera of your phone. With it, you can take a picture of the business card. Teamleader will recognise the information on it, but you can still make some changes. If you want, you can also scan the backside of the card.
Is everything filled in to your liking? Then Teamleader will cross-reference the data on the business card with the data that’s already in your CRM. Is there a similar company or contact? Then you can add or edit existing information, making sure you don’t have duplicate info in your database.
No matches found? Then you can add the company as well as the contact. Both of them will automatically be linked to each other.