Save the card as a Contact or Lead in Salesforce

1. After you have scanned a business card and uploaded it to Salesforce, locate the Scanning Queue Page.

2. To process the card as a Contact or Lead, choose either the Contact or Lead tab.

3. Once the card has been edited and the information is correct, select Create Lead or Create Contact.



You have now created a new Lead or Contact in Salesforce! Your enhancements will be attached to the corresponding Lead or Contact record!

Tip: To add the business card image to a record, see Add a business card image to the Lead and Contact Page Layout. 

 > Return to Knowledge Base Homepage

Related Articles