Create a Contact

1. Go to the Scan Item Record

• Navigate to the scan item record you wish to save as a contact.

2. Review OCR Results

• Examine the OCR result values in the scan item record.
• Make any necessary changes to correct or update the information.

3. Create a Contact

• Click on the “Create A Contact” button at the top right of the screen.

4. Prompt to Create Contact Record

• After selecting “Create A Contact,” a prompt will appear to confirm the creation of the contact record.

5. Handle Account Selection

• If no account is selected, a warning message will notify you and ask if you want to proceed without selecting an account.

6. Proceed and Open Contact Record

• Click “Proceed” to create the contact record.
• The new contact record will be successfully created and opened in a new tab.

Create a Lead

1. Go to the Scan Item Record

• Navigate to the scan item record corresponding to the business card scan.

2. Review OCR Results

• Examine the OCR result values in the scan item record.
• Make any necessary changes to correct or update the information.

3. Create a Lead

• Click on the “Create A Lead” button at the top right of the screen.

4. Prompt to Create Lead Record

• After selecting “Create A Lead,” a prompt will appear to confirm the creation of the lead record.

5. Proceed and Open Lead Record

• Click “Proceed” to create the lead record.
• The new lead record will be successfully created and opened in a new tab.