MX Scanner: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) No edit summary |
Crmtogether (talk | contribs) No edit summary |
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1. Click Upload | 1. Click Upload | ||
If a match is found based on the email address the data will be displayed | If a match is found based on the email address the data will be displayed | ||
If no match is found fix up the data if needed and select to create a company, person or lead | If no match is found fix up the data if needed and select to create a company, person or lead | ||
[[File:mxscan2.png]] | |||
Latest revision as of 11:31, 11 October 2022
Contact Scanner
1. Expand the Contact Scanner
2. Take a photo or add an image
1. Click Upload
If a match is found based on the email address the data will be displayed
If no match is found fix up the data if needed and select to create a company, person or lead
