Would be great if we could add a campaign or even original source when we scan a business card on the HS app - this is a great tool at trade show’s to get peoples info, but would be even better to auto-add them to a list or campaign / original source to say we received this contact from MJBizCon or something like that. It’s not very ‘fair’ to the marketing team to say the sales team got those contacts as ‘offline sources’ because marketing put on the trade show and all the work around it!
Even a more detailed source that the contact is coming from the business scanner would help a lot. This way you could set a workflow on all new leads during an event to add a tag of the event.
Can we add a field to the app that requires the campaign association for each contact?
I’d like to have this:
Scan card - drop down to add to campaign - this then becomes contact first touch point and is attribted to the campaign.