Contents of the CRM Settings Form
Use the options on this form to enable the ICR feature for Mobile CRM and to enable the Lead Qualification feature.
Contents
Field | Description |
---|---|
Use Intelligent Character Recognition (ICR) in Mobile CRM |
Select Yes to turn on the ICR feature in Mobile CRM. When you tap in the Mobile CRM application, the Capture Business Card screen becomes available. With this feature turned on, you can take an image of a business card using your device’s camera or select an image from the archive or camera gallery. The Mobile CRM application automatically scans and analyzes the captured data of the image, maps the captured data to the existing contact, and populates the matched fields. You can also use this feature to add details to a new contact. |
Field | Description |
---|---|
Enable Lead Qualification |
This option is available when the CRM Plus module is enabled. Select Yes to turn on the lead qualification feature in the Contacts hub. A Qualified Status field is added to the Summary pane of the Contacts hub, which allows you to specify that a contact is a lead that will go through the qualification process to become a qualified contact. With this lead qualification turned on, you can do the following:
|