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Getting Started with CardScan Lead Qualifier
Models:
700C
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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
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Introducing Lead Qualifier Forms
Welcome to CardScan Lead Qualifier
Introducing Lead Qualifier Forms
CardScan, Inc
Welcome to CardScan Lead Qualifier
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 Leads with Categories
Organizing and Managing Leads
Merging and Splitting Files
Organizing Leads with Categories
Organizing and Managing Leads
Finding Records with QuickSearch
Keeping Contact Data Up to Date with AccuCard Service
Safeguarding Your Contacts
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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Appendix a Good Practices
Arrange to have Internet access at the event
Appendix a Good Practices
Strategize
Appendix B Compliance with FCC and EC
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