CardScan 700C manual About this Booklet and Other Resources

Page 7

About this Booklet and Other Resources

About this Booklet and Other Resources

This booklet provides the basic instructions for using Lead Qualifier forms and suggests good practices that may increase your efficiency. The following table summarizes your other resources.

CardScan Lead Qualifier

This document is included with the CD-ROM containing

the CardScan and Lead Qualifier software.

Installation and Setup

 

 

 

 

Getting Started with

This booklet provides an overview of CardScan’s features

and describes the basics of scanning and managing data

CardScan

with CardScan.

 

 

 

CardScan Online Help

Use the online help for detailed descriptions of CardScan

features, instructions, and troubleshooting tips. For dialog

 

 

help, click Help on the dialog. The dialog help is displayed

 

in a tri-pane window, with tabs to display Contents, Index,

 

Search, and Glossary. You can also access the help by

 

pressing the F1 key on your keyboard or from CardScan’s

 

Help menu.

 

 

CardScan Website

Visit www.cardscan.com for:

 

Software updates

 

Documentation downloads

 

• Knowledge Base, by Technical Support

 

 

CardScan Technical

Contact our Technical Support, as follows:

 

Tel: 617-492-4200

Support

 

 

Fax: 617-492-7505

 

 

 

 

http://www.cardscan.com

 

 

support@cardscan.com

 

 

10:00 A.M. - 6:00 P.M. EST, Monday - Thursday

 

 

10:00 A.M. - 5:30 P.M. EST Friday

 

 

 

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 Contents This 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 Scanning Forms and Completing Records Verifying and Completing RecordsArrow changes to Field opens Verifying and Completing Records Reaching Leads from Summary View Viewing Records in Your FileClick 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 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