CardScan
700C
manual
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Safety
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ii
CardScan, Inc.
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Contents
Getting Started with CardScan Lead Qualifier
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Table of Contents
Getting Started with CardScan Lead Qualifier
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Introducing Lead Qualifier Forms
Welcome to CardScan Lead Qualifier
Introducing Lead Qualifier Forms
Welcome to CardScan Lead Qualifier
CardScan, Inc
About this Booklet and Other Resources
About this Booklet and Other Resources
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Scanning and Processing Forms
Scanning Forms and Completing Records
Scanning and Processing Forms
Scanning Forms and Completing Records
Verifying and Completing Records
Arrow changes to Field opens
Verifying and Completing Records
Reaching Leads from Summary View
Viewing Records in Your File
Click the List view tab to view the contacts in your file
Organizing and Managing Leads
Organizing Leads with Categories
Merging and Splitting Files
Organizing Leads with Categories
Finding Records with QuickSearch
Organizing and Managing Leads
Safeguarding Your Contacts
Keeping Contact Data Up to Date with AccuCard Service
Finding and Removing Duplicates
Finding and Removing Duplicates
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Exporting Lead Data to Microsoft Excel
Sharing Lead Data
Exporting Lead Data to Microsoft Excel
Sharing Lead Data
Sharing Lead Records via CardScan.net
Sharing Lead Records via CardScan.net
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Arrange to have Internet access at the event
Appendix a Good Practices
Strategize
Appendix a Good Practices
Appendix B Compliance with FCC and EC
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