> ## Documentation Index
> Fetch the complete documentation index at: https://support.parker.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Business cards and shared contacts

> Send a photo of a business card or share a contact, and Parker offers to add a lead or contact in Salesforce, checking for duplicates first.

Met someone new? Send Parker a photo of their business card, or share their contact from your phone. Parker reads the details and offers to add them to Salesforce.

## Before you begin

* [Get the Parker app](https://support.parker.work/mobile/parker-app.md#get-the-app).
* Your admin has turned on contact capture for your workspace. If Parker doesn't offer to add the person, ask your admin.

## Add a lead or contact

**1. Send the card**

Take a photo of the business card, or share the contact from your phone's contacts.

**2. Choose what to do**

Parker offers the options that fit, such as **Create lead**, **Add as contact** at a matching account, or updating a record that already exists. Select **Ignore** to do nothing.

If the person may already be in Salesforce, Parker shows the possible matches and lets you choose. It never picks a duplicate for you.

**3. Answer anything missing**

If your org needs a field Parker couldn't read, it asks you once.

**4. Confirm**

Parker shows the card. Select **Confirm** to save it.

> [!NOTE]
>
> **Nothing is saved until you confirm.**
>
> Before Parker creates or changes a Salesforce record, it shows the change field by field. Nothing is written until you select **Confirm**. In the Parker app the card offers **Confirm**, **Edit**, and **Cancel**. In the web app it offers **Confirm** and **Reject**.
>
> See [How Parker acts on your behalf](https://support.parker.work/get-started/how-parker-acts.md).

![A photo of Ana Ruiz's business card. Parker replies with her name, title, company, and email, and offers Create lead, Add as contact, and Ignore.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/business-card-read.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=dd9aef75fd9e9f1dd1b627906ef1f280)

Parker reads the card and asks what to do with it.

![After Add as contact, Parker lists two possible matches, Ana Ruiz with an email and A. Ruiz with none, with buttons for each and Create a new one.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/business-card-duplicates.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=212e61ef697a80ae95e3b074bdf9cb59)

If she may already be in Salesforce, you choose. Parker never picks for you.

## Good to know

* **Your own card** gets "That's your own card." Parker doesn't add you.
* **No Lead object?** If your org doesn't use leads, Parker offers to add a contact instead, or asks which account the person belongs to.
* **Some fields are left for you.** Parker never sets the owner, consent, status, or checkbox fields from a card. Set them in Salesforce if you need to.
* **Duplicate rules apply.** Your org's duplicate rules run as you, the same as in Salesforce.
* **The photo isn't kept.** Parker reads the card once to get the details, and doesn't store the photo.

## Still need help?

Check [Troubleshooting](https://support.parker.work/reference/troubleshooting.md) for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, [contact support](https://support.parker.work/reference/contact-support.md).

## Related

> [card] [Confirm, edit, and correct](https://support.parker.work/mobile/confirm-and-correct.md)
>
> How confirmation cards work.

> [card] [Visits and calls](https://support.parker.work/mobile/visits-and-calls.md)
>
> Log the meeting too.


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