CardScan 700C manual Organizing and Managing Leads, Organizing Leads with Categories

Page 13

Organizing Leads with Categories

3 Organizing and Managing Leads

CardScan Lead Qualifier provides you with powerful features to organize and safeguard your leads. This chapter introduces:

Organizing Leads with Categories

Merging and Splitting Files

Finding Records with QuickSearch

Finding and Removing Duplicates

Safeguarding your Leads

Keeping Lead Records Up to Date

Organizing Leads with Categories

Categories allow you to organize contacts into meaningful groups. This helps you find records quickly, select them for specific projects or simply for printing mailing labels, etc. For more information, please consult the Online Help.

You can assign categories to:

Individual leads, by opening the record in the Edit view, and clicking the Categories tab

Multiple leads, by selecting them in the List view, and choosing CategoriesAssign.

Merging and Splitting Files

Lead Qualifier allows you to open multiple files and to drag and drop records from one file to another. These features enable you to merge and split files as needed. For example, to split a file “Contacts” into two, follow these steps:

1.Choose FileOpen, and open the file “Contacts.” The filename “Contacts” appears on the File Bar.

2.Create the file “Contacts-2,” by choosing FileNew. CardScan opens a blank file, and the filename “Untitled” appears on the File Bar.

3.Choose FileSave As, and save file “Untitled” with the name “Contacts-2.”

4.Click Contacts on the File bar to switch to the file “Contacts,” and select contacts you want to move to “Contact-2.”

Getting Started with CardScan Lead Qualifier

3-1

Image 13
Contents Getting Started with CardScan Lead Qualifier Page Getting Started with CardScan Lead Qualifier Table of ContentsThis page is intentionally left blank Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms CardScan, Inc Welcome to CardScan Lead QualifierAbout this Booklet and Other Resources About this Booklet and Other ResourcesPage Scanning and Processing Forms Scanning Forms and Completing RecordsScanning and Processing Forms Scanning Forms and Completing Records Verifying and Completing RecordsArrow changes to Field opens Verifying and Completing Records Reaching Leads from Summary View Viewing Records in Your FileClick the List view tab to view the contacts in your file Organizing Leads with Categories Organizing and Managing LeadsMerging and Splitting Files Organizing Leads with CategoriesOrganizing and Managing Leads Finding Records with QuickSearchKeeping Contact Data Up to Date with AccuCard Service Safeguarding Your ContactsFinding and Removing Duplicates Finding and Removing DuplicatesPage Exporting Lead Data to Microsoft Excel Sharing Lead DataExporting Lead Data to Microsoft Excel Sharing Lead Data Sharing Lead Records via CardScan.net Sharing Lead Records via CardScan.netPage Appendix a Good Practices Arrange to have Internet access at the eventAppendix a Good Practices StrategizeAppendix B Compliance with FCC and EC This page is intentionally left blank CardScan, Inc