Saving a Business Card Scan as a Salesforce Lead

To save a scan as a Lead in Salesforce:

1. Use the 'Scan' or 'Capture' modules to capture a picture of the event badge.
2. After reviewing the picture, proceed to the 'Continue to OCR' screen.
3. On the 'Continue to OCR' screen, select 'Continue to OCR' to navigate to the 'OCR Results' screen.
4. Review the information from the scan on the 'OCR Results' screen, making any necessary updates. Then proceed to the 'Destination' screen.

1. On the 'Destination' screen, include any Salesforce enhancements you wish to save with the Lead. Then, tap 'Save as a Lead'.
   1. After saving as a Lead, a popup message will confirm the save was successful.
2. Once finished, tap the 'Home' icon to return to the home screen.

Note: If the Lead is detected as a duplicate in Salesforce, depending on your organization's Salesforce duplicate rules, there may be a message or you might not be able to save the scan as a Salesforce Lead.