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Currently, trying to quick create a Lead record using the "+" icon from the Home Page takes you to a Quick View form instead of a Quick Create form.
However, the "Scan Business Card" feature is only integrated to Quick Create form so in order for users to use this feature, they'll have to go through the hassle of:
- Open the Sales app and see the Home Page
- The have to click on "More" -> Leads -> The "+" icon on the upper right -> Lead again-> "Scan Business Card"
This is a lot of steps for a feature that could have been implemented directly on the Home Page and save tons of time just by:
- Open the Sales app and see the Home Page
- Click the "+" icon -> Lead -> "Scan Business Card"
Please have a look at my post and upvote to raise more awareness about this.
STATUS DETAILS
New