How do I automatically create a new contact in the Mobile CRM app from a business card?

You can easily transfer the information from a business card to SuperOffice CRM database by using the business card scan function in the Mobile CRM app. To do it, please follow the steps below:

1. Tap on the button New+ (1) and then the Scan business card (2) option. Your phone's camera will be automatically opened.
   
   
    
2. Take a photo of the business card and tap check √. 
   
   
   
   Note! Mobile CRM also recognizes QR codes.
    
3. When Mobile CRM recognizes a company name that already exists in SuperOffice CRM, you can choose between these options: Add contact to company (1) that exists in the system or Add  to a different company (2).
   
   
   
   When Mobile CRM does not recognize information from a business card as belonging to a company that already exists in the system, you will get the option Add new contact and company.
   
   
   
   If Mobile CRM recognizes the information from a business card as already existing in the system,  you will see the notification message This contact already exists in SuperOffice CRM.
   
4. A new contact screen automatically will be populated with data once you choose one of the options.
   
   
    
5. Also, you can change the way data was automatically mapped into fields by entering new or rearranging the existing information.
   
   
    
6. Tap Save to store information both in the app and in SuperOffice CRM.