How do I use the Card Scanner app?
You can search and download the Card Scanner app from the Google Play store for both iOS and Android devices.
Once successfully installed, you can:
- Open the application.
- Click Scan Business Card to scan the card.
- Review the scanned information and click Save.
- Select Save as a contact or lead in Zoho CRM.
Related Articles
Which CRM edition supports Card Scanner app?
The Card Scanner app is supported for all the editions in Zoho CRM.
Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records. Also, note that email address is considered as an unique field by default, so the records will be skimmed for ...
How many card details can I store in the Card Scanner app?
There is no limit to the number of business cards that you can store in the App.
What can I do with the card scanner app? How can it help my business?
There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested customers face-to-face. Very often, they would share their business cards for ...
What is a Smart Card and how do I use it?
Smart Cards are a type of note cards that are designed to enhance the user-experience by providing content in a neat, beautiful, and organized manner. There are three types of Smart Cards, including Recipe Card, Video Card, and Link Card. Recipe ...