MX Scanner

From MobileX for SageCRM
Revision as of 11:31, 11 October 2022 by Crmtogether (talk | contribs)
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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