How do I capture Leads from business cards?
This article goes over:
- Accessing Leads Inbox
- How to upload business cards
- Automatic transcription
- Automatic event matching
- Multi-select & update contacts
Customize Leads Inbox with filters and
You can also use the EventGeek iOS mobile app to scan business cards and automatically create contacts. Android users can upload business cards directly to the Leads Inbox to create contacts.
Accessing Leads Inbox
To get to the Leads Inbox, click the 📥 inbox icon at the top of the sidebar, then click the Leads tab.
- Admins can view and manage all of the items sent by all Org Members
- Team Members can view all items sent by their teammates
- Event Staff can view and manage only the items they personally sent in
How to upload business cards
First scan the business card by taking a picture of it with your camera phone. Then click Upload business cards to select the file(s) from your computer.
You can also use the EventGeek iOS mobile app to scan and upload business cards, automatically creating contacts.
Business card scan preview
After you've finished uploading your scanned business cards to the Leads Inbox, you can view a side-by-side preview of the card image and contact. This view is a totally optional step in the workflow. View this by clicking the Processing Status in the Leads Inbox, and you can edit the contact information.
Once your card is finished uploading to the Leads Inbox, we'll transcribe it, usually within five minutes or less. You will see a Processing Status during this time. When the card processing is complete, the Leads Inbox automatically creates a new contact.
EventGeek uses Optical Image Recognition (OCR) scanning software and a Quality Assurance (QA) team of real people to double-check the transcription and ensure the highest accuracy. Leads Inbox currently only supports business cards and notes that are in English.
Automatic event matching
If Leads Inbox cannot decipher the correct event, such as when an event staff member attends more than one event on the same day, Leads Inbox will offer suggested events.
Multi-select & update contacts
If you want to update the event for multiple contacts, click the checkbox next to each contact and the multi-select action menu will appear above.
Click the Update button to add or remove the contacts from one or more events. You can also update the tag and company for each selected contact.
The multi-select actions menu also includes options to download all the business card for those contacts in a ZIP file or to delete the business cards.
Customize Leads Inbox with filters and columns
You can customize the Leads Inbox columns to choose which fields you want shown. For example, you could enable address fields like city, state and country. You can also filter by these same fields.
When the Salesforce contacts sync is enabled, there are also columns available for sync status, last sync and Salesforce ID.
If there has been a successful sync for that contact, the Salesforce ID will link directly to the lead or account contact record in Salesforce.