Accounts | HOTELA Admin

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✓🏆 Ranked leads

✓🔥 Hot intent

✓Recently added

✓Name A–Z

✓Last activity

✓🕐 Last contact

✓💬 LINE / WhatsApp

✓Recently spoken with

✓Not yet called

✓Attempted · not reached

✓📞 Call backs

✓⚑ Needs recovery

✓📞 Incoming calls

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Link an associated account

Find existing account

Relationship

Connection

Receives correspondence Covers their charges

Scan a business card

Upload a photo of the front of a business card. The AI will extract the company and the person, and you'll review before saving.

Drag & drop, or click to browse

JPG, PNG, or iPhone HEIC — up to 10 MB. Drag directly from Photos works.

Make sure the card reads right-side-up. Rotate if it's sideways or upside-down, then extract.

Review extracted info

Two accounts will be created and linked as Employee → Employer. Compare the card with the extracted info below — edit anything that doesn't match.

Organization

Type * — pick one to unlock the fields below

Name (Latin)

Legal name (Native)

Website

Main phone

Address

Industry

Role *

Assigned to

All future employees of this company default to this assignee.

Notes

Person

Job title

Mobile / Phone

Address

Role *

Assigned to

Person-level assignment — applies regardless of company association.

Notes

Follow up needed — adds this person to the assignee's follow-up queue.

New Account

What kind of account is this?

Role * What kind of relationship is this?

Website

Name Type any one — the others auto-fill on tab.

Do you know the kanji for this name?

Address

Phone

Tags (comma-separated)

Description

Connecting to:

Connection

This relationship can be edited from the Associated Accounts tab later.

Receives correspondence Covers charges for

CRM Settings

Lead Sources

Industries