Romify enables you to capture new leads using various methods. Refer to the article below to explore our component that combines business card and badge scanning.
For precise recording of business card or badge information, it is crucial to determine the appropriate fields requiring specific details. Fortunately, Romify takes care of this for you:
Your Admin can select one technique as the primary capture method – this will likely be the method you and your team will predominantly use. But not to worry, you can easily switch between the business card and badge scanner by clicking the purple button on the right (1).
Please review the below articles to gain a deeper understanding of our:
If your lead doesn’t have a business card or badge, don't fret! You can always switch to a different method by clicking the purple list button. For more information, please review the articles for our Manual Entry or Known Contact List or Event Guest List methods.
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