| Table of Contents |
1 Welcome to CardScan Lead Qualifier! | |
Introducing Lead Qualifier Forms | |
About this Booklet and Other Resources | |
2 Scanning Forms and Completing......................................................Records | |
Scanning and Processing Forms | |
Verifying and Completing Records | |
Viewing Records in Your File | |
Reaching Leads from Summary View | |
3 Organizing and Managing Leads | |
Organizing Leads with Categories | |
Merging and Splitting Files | |
Finding Records with QuickSearch | |
Finding and Removing Duplicates | |
Safeguarding Your Contacts | |
Keeping Contact Data Up to Date with AccuCard Service | |
4 Sharing Lead Data | |
Exporting Lead Data to Microsoft Excel | |
Sharing Lead Records via CardScan.net | |
Appendix A: Good Practices | |
Create and Practice Using CardScan.net Account | |
Prepare for Capturing Contacts without Business Cards | |
Practice Using Forms | |
Strategize! | |
Prevent Scanning Trouble | |
Appendix B: Compliance........................................................................................with FCC and EC | |
FCC Statement | |
EC Declaration of Conformity |
Getting Started with CardScan Lead Qualifier | i |