FreeAgent CRM offers you the option to create a new Lead with a really ingenious tool called Quick Add.
If you have the Business Card of a lead, then all you need to do is drag & drop the image on the box. The data from the Busines Card will be extracted so that you can use it to create a New Lead.
Create new Lead
To get started go to the 'Leads' tab, then click on 'Things You Can Do' and select the 'Create New Lead' option.
The Business Card section is located on the right-hand side of the 'Create New Lead' window, right on the corner. You can take a picture of the business card with your phone and send it to your computer. Then just drag and drop the picture from your computer's files to the blue box.
Once you do, FreeAgent CRM will process the information on the card (1) and display it on the 'Quick Add' area (2), so that you can review it. You can remove or add information as you need.
Once you click the 'Quick Add' button, the information about the Lead will be added to the corresponding fields.
You can add more information about your Lead and even assign the Lead (1) to one of your Team members. Once you are done adding the information, click the 'Save' button.
Once you click the 'Save' button, the lead will be created and visible under the 'Leads' tab. The Business Card will be attached to the Lead under the activity section.
Excellent! Now that you have added your Leads you can take advantage of other features. and take it to the next level. Here are some articles that are great next steps that will take you to the next level: