Question 1

Where do leads from different team members' cards land?

Accepted Answer

Every submission lands in a single, centralized Leads inbox under Dashboard -> Business Cards -> Leads. Rather than forcing reps to take notes on napkins or individual smartphone apps, all incoming contacts aggregate in real time across the entire organization.

Question 2

Can I organize cards and leads by regional team or client brand?

Accepted Answer

Yes. Business Groups allow you to cleanly partition team members, digital business cards, and incoming leads by business unit, brand subsidiary, or regional sales territory for organized administrative governance.

Question 3

Is ScanOrbit a full standalone CRM system?

Accepted Answer

No, and we won't pretend it is one. It's a clean, searchable lead inbox with contact details, timestamps, notes, and card owners — not a pipeline, not a scoring system, not a place to log calls. Getting leads out is either a CSV export or a signed webhook you route to Salesforce, HubSpot, or Pipedrive via Zapier or Make; there's no native connector to any of them.

Question 4

How do I export captured leads to my team's spreadsheets or CRM?

Accepted Answer

You can download filtered lead records as a clean CSV file with one click at any time. For automated pipelines, our Business and Enterprise plans provide real-time webhook endpoints that trigger on every form submission.

Question 5

Who can see captured leads inside our organization?

Accepted Answer

Workspace Owners and Administrators have full visibility across all team leads. Individual team members can be granted access to view only their own captured leads or the collective group pipeline depending on role configuration.

Question 6

Can managers reassign leads between sales representatives?

Accepted Answer

Yes. In the Lead Management dashboard, managers can reassign lead ownership to another rep or territory with a single click, updating CRM attribution automatically.

Question 7

Are captured leads stored in compliance with GDPR and privacy laws?

Accepted Answer

Yes. All lead data is encrypted at rest and in transit via 256-bit SSL encryption. We provide full data portability, GDPR-compliant contact deletion, and immutable audit logs for enterprise compliance.

Question 8

How long are historical lead records retained in the dashboard?

Accepted Answer

Lead records are retained indefinitely on active Business and Enterprise subscriptions with complete search and export history. Admins can also configure custom automated retention or deletion windows.

Every prospect your team meets, in one unified list

Role-Based Pipeline Visibility & Access Control

Workspace Super Admin

Regional Sales Director

Field Representative / AE

From field scan to CRM record in under five seconds

Prospect Scans & Submits

Automatic Card Attribution

Central Dashboard Aggregation

One-Click Export or Webhook Fire

Export Schema Specifications

Frequently Asked Questions

Empower your field team with structured lead capture