Scanning Business Cards

SalesKey can automatically extract contact information from a business card photo, saving you time when entering new contacts after meetings or events.

Navigate to: Contacts > People > Scan Business Card

---

How to Scan a Business Card

1. In the People list, look for the Scan Business Card option (usually near the Add button or accessible via a menu).
2. You will be prompted to either:
   • Upload a photo of the business card from your device
   • Use your camera (if on a supported device/browser) to take a photo
3. SalesKey analyzes the card and extracts the following information where available:
   • First name and last name
   • Email address(es)
   • Phone number(s)
   • Company/organization name
   • Job title
   • Website
   • Address
4. Review the extracted information in the form that appears. Correct any errors.
5. Click Save to create the new contact.

---

Tips for Best Results

• Use good lighting when photographing a business card.
• Make sure the card is flat and fully visible — avoid shadows or bent edges.
• Hold the card steady and straight for a clear image.
• Cards with clean layouts and standard fonts scan more accurately than heavily stylized designs.
• If the scan misses a field, you can fill it in manually before saving.

---

After Scanning

Once the contact is saved, you can:

• Link them to an Organization if it was detected on the card.
• Add additional information like status, labels, or custom fields.
• Create an Activity to log your first interaction.
• Associate them with a Lead or Deal.

---

Troubleshooting

The scan did not detect all the information.

• Manually enter any missing fields before saving.
• Try taking a clearer photo with better lighting.

The extracted information is incorrect.

• Correct the fields in the review form before saving.
• Always verify extracted data against the physical card.