CardScan 700C instruction

3 Organizing and Managing Leads

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3-4 CardScan, Inc.

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CardScan 700C manual

Contents

Getting Started with CardScan Lead Qualifier Page Table of Contents Getting Started with CardScan Lead Qualifier This page is intentionally left blank Introducing Lead Qualifier Forms Welcome to CardScan Lead QualifierIntroducing Lead Qualifier Forms Welcome to CardScan Lead Qualifier CardScan, Inc About 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 and Managing Leads Organizing Leads with CategoriesMerging 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 ServiceFinding 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 Arrange to have Internet access at the event Appendix a Good Practices Strategize Appendix a Good Practices Appendix B Compliance with FCC and EC This page is intentionally left blank CardScan, Inc