Scanning a QR Code

To Scan a QR Code using the Scan Module:

1. Open the Scan Module

• From the home screen, tap the Scan module.

2. Select QR Codes

• In the Scan menu, select ‘QR Codes.’

3. Scan the QR Code

• Point your device’s camera at the QR code.

4. View Scan Results

• Once the QR code is scanned, you’ll be directed to the QR code scan results screen to view the scan results.

5. Copy or Open Contact Details

• On the ‘QR Code Results’ screen, you can:
• Copy the contact details to your device’s clipboard.
• Open the contact details.

6. Share the vCard

• To share the vCard, tap the ‘Share’ icon at the bottom left of the screen.

7. Open Contact Details

• Select ‘Open Contact Details’ to navigate to the scan results screen.

8. Review and Update Results

• On the scan results screen, review and update the results if necessary.

9. Continue to Destination Screen

• After reviewing, tap the ‘Next’ arrow at the top right of the screen to proceed to the ‘Destination’ screen.

10.Save Scan Results

• On the Destination screen, you can:
  • Add optional Salesforce enhancements to the scan before saving it as a Salesforce Contact or Lead.
  • Save the scan as a contact on your device.

11.Return to Home Screen

• When finished, tap the home icon to return to the home screen.