CardScan 700C manual Table of Contents, Getting Started with CardScan Lead Qualifier

Models: 700C

1 24
Download 24 pages 59.67 Kb
Page 3
Image 3

 

Table of Contents

1 Welcome to CardScan Lead Qualifier!

1-1

Introducing Lead Qualifier Forms

About this Booklet and Other Resources

1-3

2 Scanning Forms and Completing......................................................Records

2-1

Scanning and Processing Forms

Verifying and Completing Records

2-2

Viewing Records in Your File

2-4

Reaching Leads from Summary View

2-4

3 Organizing and Managing Leads

3-1

Organizing Leads with Categories

Merging and Splitting Files

3-1

Finding Records with QuickSearch

3-2

Finding and Removing Duplicates

3-3

Safeguarding Your Contacts

3-3

Keeping Contact Data Up to Date with AccuCard Service

3-3

4 Sharing Lead Data

4-1

Exporting Lead Data to Microsoft Excel

Sharing Lead Records via CardScan.net

4-3

Appendix A: Good Practices

A-1

Create and Practice Using CardScan.net Account

Prepare for Capturing Contacts without Business Cards

A-1

Practice Using Forms

A-1

Strategize!

A-2

Prevent Scanning Trouble

A-2

Appendix B: Compliance........................................................................................with FCC and EC

B-1

FCC Statement

EC Declaration of Conformity

B-1

Getting Started with CardScan Lead Qualifier

i

Page 3
Image 3
CardScan 700C manual Table of Contents, Getting Started with CardScan Lead Qualifier