How to Scan a Business Card in Housing Market CRM
Tutorial 31 of 181 · 47 s
You come back from a property show with eleven business cards and type none of them in. Scan a business card in Housing Market CRM, part of the Pro plan, takes a photograph of a card and reads the name, company, job title, telephone numbers and email off it, then shows you the result to correct before anything is saved. This tutorial photographs a card, checks each field the scan filled in, fixes one, and saves it as a contact.
In this tutorial you will learn
- Where card scanning is
- What the scan reads off a card
- Why you always check before saving
- How the contact is saved
Follow along: the steps
- Open your Housing Market CRM account.
- Click Scan a business card in the left menu.
- Photograph the card flat, in daylight.
- Name, company, job title, numbers and email — filled in for you.
- Read them. The scan is a typist, not a proofreader.
- Then Save contact.
- Do it the same evening, while you still remember who they were.
- Eleven cards from a property show, and none of them typed in.
- A card with two numbers gives you both — delete the one you will not use.
- Add a note while you still remember the conversation.