Business Card To Contact Record
With Snap functionality merged into Infusionsoft Mobile, you can now add a contact to Infusionsoft just by snapping a picture of their business card. From the Add Contact screen, there is now a camera button which takes you to a guided flow to Snap a business card. Once the card has finished processing, you will receive a notification to review the information and add the new contact.
Click the + button to begin
Click the Camera button
Focus the camera on the business card, and take the picture
Review card quality and tap Use
Await processing of card - This process will take 15 minutes to 2 hours