Transfer Settings
- How many cards can I transfer to Leads or Contacts at one time?
- How do I transfer business card data to a Contact instead of Lead?
- How is the data transferred to an existing Account?
- How is each field of the scanned data transferred to Leads/Contacts/Accounts?
- What happens when scanned data duplicates data in an existing Lead or Contact?
- Can I set the owner user for Leads and Contacts?
- Can I add campaign information to scanned data?
- Can I add custom fields in my Salesforce organization?
- Can I customize field mapping for business card data and Leads, Account, and Contacts?
- Can I individually edit field values for Leads and Contacts?
- Can I set the display settings for the fields displayed on the Edit values for fields screen when transferring business card data to Leads/Contacts?
- How do I automate the transfer of business card data to Leads and Contacts?