How to...
You can enable the Intelligent Character Recognition (ICR) for Mobile CRM users and the Lead Qualification process for the CRM Plus module users in CRM Settings.
- Related Topics:
- Enable Intelligent Character Recognition
When you enable the Intelligent Character Recognition (ICR) feature, Mobile CRM scans and analyzes a captured or selected business card image, maps the captured data to a contact, and automatically populates the matched fields. - Enable Lead Qualifications
If your firm uses the CRM Plus module, you can enable the Lead Qualification feature to allow users to manage the entry and qualification of contacts (leads) during the sales process.
Parent Topic: CRM Settings