How to Add a Contact in Accelerator-Pro During a Sales Call

Step by Step Tutorial for Creating a New Contact

Why Accelerator-Pro?

Accelerator-Pro is a powerful sales and marketing software designed to help businesses streamline tasks, automate workflows, and manage sales pipelines effortlessly. With expert curation and cutting-edge tools, it integrates into daily tasks, allowing sales and marketing teams to focus on results rather than administrative hassles.

Adding a contact in Accelerator-Pro is simple, intuitive, and designed for on-the-go professionals.

Step 1: Open Accelerator-Pro on Your Mobile Device

The first step to adding a contact is opening the app on your smartphone or tablet. To do so:

• Locate the Accelerator-Pro app on your device’s home screen.
• Tap the app icon to launch it.
  
  

This will bring you directly into the powerful interface Accelerator-Pro offers, where your data syncs seamlessly and updates in real time across all devices.

Step 2: Access the Add-Contact Feature

You can add a new contact quickly using two different methods. Both are designed for maximum efficiency, even in fast-paced situations.

• Method 1: Tap the green “+” button in the bottom-right corner of your screen. 
• Method 2: Tap the green “lightning bolt” icon in the same position to open a pop-up menu, then select “Add Contact.”
  
  

Both options lead you directly to the contact entry screen.

Step 3: Enter Contact Information

Once you're in the contact entry screen:

1. Type in the prospect's name, email address, and phone number. These fields ensure you capture the essentials. 
2. Assign a Contact Type (e.g., lead, customer, supplier) to help organize your contacts effectively within your database.
3. Set the Do Not Disturb (DND) communication preferences as needed to comply with privacy regulations. 
4. Once you’ve filled in all the details, tap the “Save” button in the upper-right corner. 
   
   

After saving, the new contact record will immediately appear on your screen. From here, you can add additional details like sales notes, upcoming appointments, or even documents.

Step 4: Use the Business Card Scanner for Faster Input

If you’ve just exchanged business cards with your new contact, Accelerator-Pro makes data entry even faster. Its business card scanner tool captures the contact details automatically.

Option 1: Using the "Plus Button"

1. Tap the green “+” button in the bottom-right corner. 
2. Select the business card scanner tool to begin. 

Option 2: Using the Lightning Bolt Icon

1. Tap the lightning bolt icon on the home screen to access the scanner tool.
2. Tap the green lightning bolt icon in the bottom-right corner. 
3. From the pop-up menu, select the option for the business card scanner. 
4. Hold your business card in front of your camera for a few seconds until it is recognized.
5. Review and confirm the information before saving it to your contacts.
   
   

Using this feature saves you time and effort, allowing you to focus on building relationships instead of manually inputting contact information.

Step 5: Utilizing Calendar Integration for Efficient Scheduling

In addition to managing contacts, business card scanner apps often offer calendar integration. This means that you can easily schedule meetings and appointments directly from the app using the information on a scanned business card.

Not only does this save time by eliminating the need for manual data entry, but it also helps prevent scheduling conflicts and ensures more efficient use of your time.

To utilize this feature, simply select the relevant information from the scanned business card such as name, email address or phone number, and choose the option to add it to your calendar. Some apps may even allow you to customize meeting reminders and include notes or other details.

With easy access to your contacts' information and seamless scheduling capabilities, utilizing calendar integration

Never miss an important meeting or event again with Accelerator-Pro’s calendar integration feature. By syncing your work calendar with the app, you can easily schedule appointments and set reminders directly from your device.

To enable calendar integration:

1. Go to “Settings

Once the scanner is open:

1. Position the business card within the rectangular box displayed on your screen. 
2. The scanner will automatically detect and extract key details like the contact’s name, company, email, and phone number. 
3. After the card is scanned, you can edit the information using the editable fields or the quick-action chips available at the bottom of the screen. 
4. When satisfied, hit Save to create and store your new contact record.



This feature is a game-changer, especially for professionals attending events, conferences, or networking sessions.

Step 5: Stay Organized with Contact Records

With your new contact saved, tapping into Accelerator-Pro’s sales and marketing tools becomes seamless. From the contact record, you can:

• Add sales opportunities to track where this lead fits into your pipeline. 
• Create tasks or appointments to schedule follow-ups. 
• Attach important documents or notes for easy access. 
• Manage automated workflows, email campaigns, and even text communication directly from the contact’s profile.
  
  

Every detail you add helps make your sales process clearer and more effective, empowering you to focus on what matters most–closing deals.

Why Keeping Contacts Updated Matters

Contacts are the backbone of all sales and marketing software operations. Their data feeds into your broader strategies, including:

• Automated sales pipelines to track progress.
• Personalized email campaigns to nurture relationships.
• Accurate reporting to fine-tune your sales and marketing performance.
  
  

Using Accelerator-Pro ensures your CRM remains up to date and your sales team is always equipped with the tools they need to convert leads into customers.

Experience the Power of Accelerator-Pro Today

Updating and managing contacts has never been easier. With tools like intuitive data entry and a seamless business card scanner, Accelerator-Pro ensures you never miss a potential lead. But that’s just the beginning. Accelerator-Pro also powers your entire sales and marketing strategy with automation and expert-built workflows.

Want to see it in action?
Try Accelerator-Pro for free today and experience sales and marketing software designed to elevate your team’s efficiency and success. Give our Jump-Start Plan a try by clicking the button below.