CardScan 700C manual Sharing Lead Data

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4 Sharing Lead Data

2. Click Next. This screen opens:

3. Scroll down the list to select the appropriate template:

4. Click Next, and follow the wizard’s prompts to complete exporting the lead data.

4-2 CardScan, Inc.

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Contents Getting Started with CardScan Lead Qualifier Page Table of Contents Getting Started with CardScan Lead QualifierThis page is intentionally left blank Welcome to CardScan Lead Qualifier Introducing Lead Qualifier FormsIntroducing Lead Qualifier Forms Welcome to CardScan Lead Qualifier CardScan, IncAbout this Booklet and Other Resources About this Booklet and Other ResourcesPage Scanning Forms and Completing Records Scanning and Processing FormsScanning and Processing Forms Verifying and Completing Records Scanning Forms and Completing RecordsArrow changes to Field opens Verifying and Completing Records Viewing Records in Your File Reaching Leads from Summary ViewClick the List view tab to view the contacts in your file Merging and Splitting Files Organizing and Managing LeadsOrganizing Leads with Categories Organizing Leads with CategoriesFinding Records with QuickSearch Organizing and Managing LeadsFinding and Removing Duplicates Safeguarding Your ContactsKeeping Contact Data Up to Date with AccuCard Service Finding and Removing DuplicatesPage Sharing Lead Data Exporting Lead Data to Microsoft ExcelExporting Lead Data to Microsoft Excel Sharing Lead Data Sharing Lead Records via CardScan.net Sharing Lead Records via CardScan.netPage Arrange to have Internet access at the event Appendix a Good PracticesStrategize Appendix a Good PracticesAppendix B Compliance with FCC and EC This page is intentionally left blank CardScan, Inc