Business Card Scanner for the Mobile App

What’s New:

Introducing our exciting new Business Card Scanner! Creating a new contact has never been easier. With this intuitive scanning update, you can effortlessly edit and organize contact details, making networking and managing contacts a breeze

How It Works:

  1. Open the Mobile App: Select your preferred sub-account.
  2. Start Scanning: Choose from three options to scan a business card:
    • Go to the contacts page, tap the “+” icon, and select “Scan Business Card.”
    • Tap the scan icon on the top right of the contact creation screen.
    • Tap the bolt quick actions button and select “Scan Business Card.”
  3. Scan the Card: Position the business card within the rectangular box. The app will automatically pull the details.
  4. Edit Details: Use the suggested edits or type manually to correct any errors.
  5. Save the Contact: Once all details are accurate, hit save to create the contact.

Why It Matters

The business card scanner feature simplifies the process of creating new contacts, creating a more seamless and user-friendly experience.

Availability

  • HighLevel (iOS, Android): Version 3.74 or later