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I uploaded my first Business Card via the FullContact Business Card Scanner.  The info was added as a Lead.  How can I configure the system to add the info as a Contact in SFDC (i.e. not a Lead)?
4 Antworten
  1. 9. Jan. 2018, 16:26
    If you want to have the possibility to scan both Leads and Contacts, have a look at LiiD (http://liid.com/). The scanner will let you choose which one you are creating and also attach to an existing account or create a new one if needed. You can also customize the app and have drop-downs or checkboxes to capture info that is important for you.
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