With Card, you always have unlimited business cards.
So how do you give one out if someone doesn’t have the app?
If someone has an iPhone they can get your Card from their camera without even unlocking their phone, there's a QR-Code scanner built in.
If they have an Android with a QR-code reader, they can do the same with that too.
If you want their business card as well, you can send them your Card with Export Card, which will also automatically give you their business card.
The ability to add notes when networking will enrich your follow up conversations and enable you to grow your network dramatically.
So how do we do it?
With just a few clicks;
I go from the three dots on any Card in your rolodex,
To adding notes.
Scanning in business cards allows you to save and organize them forever. Scanning in a business card turns it into a digital business card that opens up the benefits of our features, like notes.
To scan, open your mobile app;
Tap scanner, and swipe to Business Card
Tap the photo button to capture the card
Then, some fields will automatically be inputted. The ones that are not can be added by highlighting as if you were to copy/paste, but the options will be First Name, Last Name, Email, etc, and assign the correct field.
Tap Add to Card
Creating categories is great for organizing your Cards after particular networking events, or levels of leads.
Tap the + in the top right, and create categories
Then to add existing Cards to categories,
Tap the three dots on the Card
Tap Add to Category and select the category
Click your name in the top right
Click Add Category
Then to add existing Cards to categories
Click the three dots on the Card
Click Add to Category and select the category
When adding Cards in the future, there will be an option to add to Card to an existing category.
Card helps you manage your business cards and add notes on the fly at networking events, so you can have enriched follow up conversations later. You’ll probably want all this info in your CRM
Click My Cards
If your team does any networking, they should use Card to manage their business cards and build stronger relationships with the people they meet. The Corporate Manager allows leaders to give Card to their team.
Upgrade to the Corporate Manager plan
Click Corporate Manager
Click Invite Employee
In this video, I’m going to show you how to scan a business card into Card.
Simply go to the Scanner, and swipe to the business card scanner.
Then lock in the business card.
Then it should automatically place in some fields, like phone number and email. As if you are copy/pasting, add the rest of the fields that you want.
If you’re a premium user, you can add this business card to a custom category for a particular networking event.
Then hit submit.