Learn in this article how to easily and quickly capture your counterpart's contact information using snapADDY VisitReport.
There are many ways to capture contact information:
- Scan business card
- Select contact from existing data
- Scan QR code
- Scan NFC tag
- Manually add contact
- Select contact from LinkedIn
- Select contact from CRM data (Salesforce, Dynamics 365, SAP Sales Cloud, Sugar CRM, HubSpot & Pipedrive)
The "Scan business card" function is quick, effective and can read both printed and handwritten text. To use this feature, follow these steps:
Step 1: Start the report
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Open the VisitReport app.
- Select the event for which you want to capture reports.
- Click on "Capture Report."
Step 2: Capture contact information
- You may need to grant camera access.
- Take a photo of your contact's business card, a text with contact information, or a legibly handwritten text to extract.
- The app will display the contact information that has been extracted from the photo.
- You can now add additional information or, if satisfied, click "Done."
🎉 Your contact has been successfully captured, and you can now proceed with the questionnaire.