topic Re: Business Card scanner to a List? in Tips, Tricks & Best Practices

Business Card scanner to a List?

NBeal — Mon, 11 Dec 2023 19:05:30 GMT

Hi all-

We have a group attending a conference soon and will be using the business card scanner to pull leads. How can I automatically have these put into a list? I can't seem to find this answer anywhere.

Thanks!

Re: Business Card scanner to a List?

Jnix284 — Mon, 11 Dec 2023 19:41:16 GMT

Hi @NBeal When you add contacts via the business card scanner during the event, you can then create an active list that uses the dates of your event, combined with these filters for original source to create a list.

You'll need source drill-down for IOS:

and Android:

Hope this helps!

Re: Business Card scanner to a List?

NBeal — Mon, 11 Dec 2023 19:59:15 GMT

Thanks Jennifer, this does help. Where on the list do find the date filter?

Re: Business Card scanner to a List?

Jnix284 — Mon, 11 Dec 2023 20:28:57 GMT

you're welcome @NBeal, for the date filter: you would want to set the contact "create date" to include the date(s) of your event.

Re: Business Card scanner to a List?

NBeal — Mon, 11 Dec 2023 20:33:25 GMT

Thank you so much!