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Scan: User Training
Chapter 1: Introduction
The Vision-e Mobile Scan Application
Mobile Applications
Salesforce Login
Chapter 2: Modules
Lesson Objectives
What Are Modules?
Scan Module
Capture Module
Manual Entry Module
My QR Codes Module
Chapter 3: Scanning
Lesson Objectives
Supported Languages
Scanning Using the Scan Module
Scanning Using The Capture Module
Scanning an Event Badge
Scanning From Device Gallery
Multi-Scan Processing
Sending Scans to the Salesforce Scanning Queue
Scanning directly as a Salesforce Lead or Contact
Chapter 4: OCR Results
Lesson Objectives
OCR Results Screen
AI Option
Destination Screen
Chapter 5: Global OCR
Overview
Global OCR Option
Global OCR Settings
Qualifiers
Tasks
Events
Cases
Notes & Mentions
Second Photo
Linkedin
Forms
Consent Signature
Campaigns
Chapter 6: Digital Business Card
Overview
Lesson Objectives
The Digital Business Card
How to Update Your Digital Business Card
Sharing Your Digital Business Card
Digital Business Card Interactive Demo
Chapter 7: My QR Codes Module
Overview
Lesson Objectives
My QR Codes
Chapter 8: Offline Queue
Overview
Offline Queue
Offline Queue Interactive Demo
Chapter 9: Reports
Create a Report to View Leads and Contacts Added by Scan
Chapter 10: Integrations
Outlook
Chapter 11: Voice Of The Customer
Scan Tips & Tricks
Interactive Demos
Frequently Asked Questions (FAQ)
Why don't I see the Send to Salesforce button after scanning a card?
Is it possible to conduct a live demonstration for either the free edition or the in-app edition?
Scanning directly as a Salesforce Lead or Contact
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