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Can I scan a business card into the CRM?

Yes, on Pro. Photograph a card with your phone and the CRM reads it into a draft contact, which you check before saving.

Open Scan card on your phone and take a photo of the card. The CRM reads the name, company, job title, email addresses, phone numbers, website, address and messaging handles into the ordinary new-contact form.

Nothing is saved on its own: you check the draft and press save, so a misread digit never becomes a record. If a contact you can see already has the same email address or phone number, the draft says so, and you can open that contact instead of creating a duplicate.

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