Business Card To Contact Record

Introduction

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.

 

Step-by-Step Instructions

  1. Click the + button to begin

     

  2. Click the Camera button

     

  3. Focus the camera on the business card, and take the picture

     

  4. Review card quality and tap Use

     

  5. Await processing of card - This process will take 15 minutes to 2 hours