Scan business cards into leads
Point the phone at a business card and the Add a lead form fills itself in — name, numbers, email, company and job title — read on the phone, with the photo never uploaded.
- The latest LumaKol app on Android — or on iPhone, once the iPhone app is on the App Store
- Permission to add leads in your workspace
- 1
Open the scanner
Leads tab → the Add leads icon at the top. On Android tap Scan business card; on iPhone tap Scan a card. The same option sits inside the Add a lead sheet, so you can start typing and scan halfway.
- Leads → Add leads
- Scan the cardcamera or a photo
- Check the fieldsfilled in for you
- Savesource: Business card
From card to lead in a few seconds - 2
Take the photo, or pick one
Take photo (Android) or Scan with camera (iPhone) opens the camera; Choose from gallery or Choose a photo uses a picture you already have. Hold the card flat, in good light, filling the frame. On iPhone the document camera finds the card’s edges for you.
- 3
Check what was filled in
The text is read on the phone — Google’s on-device text recognition on Android, Apple’s on iPhone — and sorted into the form. A banner asks you to check each field before you save, because unusual layouts can put a word in the wrong box.
- Full name, the mobile number and any other numbers (fax numbers are left out)
- Email, company and job title
- City, when it is clear
- The website, which is saved as a note because leads have no website field
- Source is set to “Business card”; change it if you like
- 4
Save the lead
Choose the stage and owner as usual and save. The duplicate check runs like any other new lead: if the number already belongs to a lead in the workspace, you are told instead of a second lead being made.
- 5
Privacy
The photo stays on the phone. It is read there, never uploaded, and deleted once read; only the details you save become the lead. Reading works offline, but saving the lead needs a connection.
完了するとできること
- Business cards turned into leads without typing
- Numbers in the right format for calling
- Card photos that never leave the phone
よくある質問
Can I scan cards on the web?+
No. The scanner is in the Android and iPhone apps. On the web, add the lead by hand and tap the Business card source.
Does the app need camera permission?+
On iPhone, yes — it asks the first time you scan. On Android the phone’s own camera app takes the picture, so LumaKol does not ask for camera access.
Nothing was read from my card.+
Try again with the whole card in the photo, flat and in good light. Glossy or very dark cards read better with the light at an angle.
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