Did you know that you can load a lead with just a few taps? The Business Card Scanner built into the New Lead screen allows users to scan a business card and populate Name, Phone, Mobile, Email and Address Details without having to type a thing. Not only will this ensure all information is captured, but also that captured information is more accurate – with less typos.
To use the Business Card Scanner we’ll need to set up access for you. If you are interested please email firstname.lastname@example.org with your request. Once we set up access you will see a small camera icon in the top right hand corner when loading a new lead. Simply tap this icon and position the customers’ business card within the green square and hit the photo button.
The Business Card Scanner will then process the visible information and display a pop up of matching results. If the results are not accurate then you can scan the business card again. Depending on light and how shiny a business card is the scanner is normally very accurate, however you can always edit information once scanned if it is not 100% accurate.
Contact AutoPlay on email@example.com for more information.
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers