Salestrail app offers a built-in business card scanner, that integrates easily with your sales process. Here's a quick guide on how to use Salestrail business card scanner for Salesforce.

Step 1: Click on the Plus button to access the scanner

Step 2: Choose the contact level you want to create in Salesforce: 

  • Add new lead 
  • Add new contact 
  • Add new account 

Step 3: Open up Salestrail camera and scan!

The data will be captured immediately in Salesforce as lead, contact or account. 

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