Affinity + Contacts+
Add new Contacts+ contacts from business cards into Affinity and update them in lists
Meeting people at events and don't want to manually type in the contact information from a business card? This template brings Contact + and Affinity together. It will allow you to scan the business card in Contact + on your mobile device and have it added to Affinity.
Meeting people at events and don't want to manually type in the contact information from a business card? This template brings Contact + and Affinity together. It will allow you to scan the business card in Contact + on your mobile device and have it added to Affinity.
- When this happens...New Business Card Transcribed
Triggers when a business card has been transcribed.
- automatically do this...Update an Entity
Update the global or list fields of a person, organization, or opportunity.
- then do this!Add a Person, Organization, or Opportunity to a List
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
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