CardScan 700C manual

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4 Sharing Lead Data

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4-4 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 Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms Welcome to CardScan Lead Qualifier CardScan, IncAbout this Booklet and Other Resources About this Booklet and Other ResourcesPage Scanning and Processing Forms Scanning Forms and Completing RecordsScanning and Processing Forms Arrow changes to Field opens Verifying and Completing RecordsScanning Forms and Completing Records Verifying and Completing Records Click the List view tab to view the contacts in your file Viewing Records in Your FileReaching Leads from Summary View Organizing and Managing Leads Organizing Leads with CategoriesMerging and Splitting Files Organizing Leads with CategoriesFinding Records with QuickSearch Organizing and Managing LeadsSafeguarding Your Contacts Keeping Contact Data Up to Date with AccuCard ServiceFinding 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 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