CardScan 700C manual Table of Contents, Getting Started with CardScan Lead Qualifier

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Table of Contents

1 Welcome to CardScan Lead Qualifier!

1-1

Introducing Lead Qualifier Forms

About this Booklet and Other Resources

1-3

2 Scanning Forms and Completing......................................................Records

2-1

Scanning and Processing Forms

Verifying and Completing Records

2-2

Viewing Records in Your File

2-4

Reaching Leads from Summary View

2-4

3 Organizing and Managing Leads

3-1

Organizing Leads with Categories

Merging and Splitting Files

3-1

Finding Records with QuickSearch

3-2

Finding and Removing Duplicates

3-3

Safeguarding Your Contacts

3-3

Keeping Contact Data Up to Date with AccuCard Service

3-3

4 Sharing Lead Data

4-1

Exporting Lead Data to Microsoft Excel

Sharing Lead Records via CardScan.net

4-3

Appendix A: Good Practices

A-1

Create and Practice Using CardScan.net Account

Prepare for Capturing Contacts without Business Cards

A-1

Practice Using Forms

A-1

Strategize!

A-2

Prevent Scanning Trouble

A-2

Appendix B: Compliance........................................................................................with FCC and EC

B-1

FCC Statement

EC Declaration of Conformity

B-1

Getting Started with CardScan Lead Qualifier

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Contents Getting Started with CardScan Lead Qualifier Page Getting Started with CardScan Lead Qualifier Table of ContentsThis page is intentionally left blank Welcome to CardScan Lead Qualifier Introducing Lead Qualifier FormsIntroducing Lead Qualifier Forms CardScan, Inc Welcome to CardScan Lead QualifierAbout 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 Organizing Leads with Categories Organizing and Managing LeadsOrganizing Leads with Categories Merging and Splitting FilesOrganizing and Managing Leads Finding Records with QuickSearchFinding 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 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