NOTE: Business Card Scanner is available only in Business and Enterprise Tiers, but only if included in your contract and requested afterwards.
Before reading this article, it will be helpful to view the following Articles:
How to navigate to the Contact menu of the Pipeliner Mobile App
Select the Main Menu icon in bottom left corner:
Select the "Contact" menu.
How to scan a business card into a new Contact Record in Pipeline
From the "Contacts" menu click the plus sign “+”:
From the "Create New" menu select the "Contact" entity:
Select "Scan Business Card" Menu item:
Line up the new contact’s business card with the camera within the lines that are indicated. Click on the Camera icon:
Click on "Confirm", or if the photo of Business Card is not good, click on "Retake":
Pipeliner's Business Card Scanner will then populate the fields for the Contact record.
NOTE: You will need to review this information and add or modify anything as needed. Utilize your mobile devices keyboard to enter or eliminate data in the fields.
How to use your mobile device's microphone to enter notes about your new contact.
Once you press inside a field — for example, the Comments field when in a Contact, your mobile devices keyboard should appear, press on the microphone icon on the keyboard or near the keyboard. When you speak, your mic will use your devices’ “voice to text” feature to enter data into the field you are currently.
NOTE: Every phone is different, the microphone could appear in different locations.
How to use Business Card Scanner in our Mobile App: