CardScan 700C manual Welcome to CardScan Lead Qualifier, Introducing Lead Qualifier Forms

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Introducing Lead Qualifier Forms

1 Welcome to CardScan Lead Qualifier!

Events, such as trade shows, conferences, and seminars are expensive but important vehicles for showcasing your product or service and, most importantly, making new contacts! Too often those new leads are not collected or acted on quickly enough. CardScan Lead Qualifier enables you to maximize the value of your leads by allowing you to:

Collect lead data with forms.

Scan the forms into electronic records.

Share the records with your team at remote locations.

Introducing Lead Qualifier Forms

Lead Qualifier forms allow you to capture not only the person’s business card (that is, contact) information but also the data for qualifying this person as a lead. When you scan and process a form, Lead Qualifier transforms the data as illustrated below.

Lead-Qualifier Form

Electronic Record

 

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 Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms CardScan, Inc Welcome to CardScan Lead QualifierAbout 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 Leads with Categories Organizing and Managing LeadsMerging and Splitting Files Organizing Leads with CategoriesOrganizing and Managing Leads Finding Records with QuickSearchKeeping Contact Data Up to Date with AccuCard Service Safeguarding Your ContactsFinding 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 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