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CardScan 700C Getting Started

Cardscan scanner user manual
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1
Getting Started with
CardScan Lead Qualifier

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Summary of Contents for CardScan 700C

  • Page 1 Chapter Getting Started with CardScan Lead Qualifier...
  • Page 2 LIMITATION OF LIABILITY: CardScan, Inc.’s aggregate liability, as well as that of the authors of programs sold by CardScan, Inc., arising from or relating to this agreement or the software or documentation is limited to the total of all payments made by or for you for the license.

  • Page 3: Table Of Contents

    1 Welcome to CardScan Lead Qualifier! Introducing Lead Qualifier Forms About this Booklet and Other Resources 2 Scanning Forms and Completing Records Scanning and Processing Forms Verifying and Completing Records Viewing Records in Your File Reaching Leads from Summary View...
  • Page 4 This page is intentionally left blank. CardScan, Inc.

  • Page 5: Welcome To Cardscan Lead Qualifier

    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: •...
  • Page 6 This is because Lead Qualifier allows you to share lead data with your team remotely, which further increases your efficiency at the event. If you save lead records to your private account on the secure website CardScan.net, the team members—given the password—can access this data from anywhere, at any time. This means the opportunity to obtain prompt feedback and to delegate some tasks.

  • Page 7: About This Booklet And Other Resources

    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:...
  • Page 8 1 Welcome to CardScan Lead Qualifier! This page is intentionally left blank. CardScan, Inc.

  • Page 9: Scanning Forms And Completing Records

    To begin scanning forms: 1. On the desktop, choose Start→Programs→CardScan→CardScan. 2. If you are opening CardScan for the first time, follow the instructions to set up your scanner and create your CardScan file. 3. Scan a form. This dialog appears: 4.

  • Page 10: Verifying And Completing Records

    When clicked, the arrow changes to • When the fields containing information are not visible, CardScan displays this symbol . To view the hidden information, click directly above the symbol.
  • Page 11 When confident that the record is accurate, check the box labeled “Verified.” If you don’t check the “Verified” box, CardScan Lead Qualifier will display warnings whenever you try to use the record.This is to prevent you from applying features to inaccurate records.

  • Page 12: Viewing Records In Your File

    Double-click a lead in List view to display its contact data in Summary view; then use AutoActions to create a preaddressed email, display the street address on MapQuest, dial a phone number, or launch your browser to the lead’s website (as illustrated below). CardScan, Inc. Verification Status indicates View All button...

  • Page 13: Organizing And Managing Leads

    1. Choose File→Open, and open the file “Contacts.” The filename “Contacts” appears on the File Bar. 2. Create the file “Contacts-2,” by choosing File→New. CardScan opens a blank file, and the filename “Untitled” appears on the File Bar. 3. Choose File→Save As, and save file “Untitled” with the name “Contacts-2.”...

  • Page 14: Finding Records With Quicksearch

    To refine your search, click the QuickSearch button, and use this dialog: Choose word combinations from the dropdown list. CardScan, Inc. icon. Drag the mouse over To repeat a word search you have done before, use this dropdown list of previously used word combinations.

  • Page 15: Finding And Removing Duplicates

    Finding and Removing Duplicates CardScan’s Duplicates Wizard finds records with duplicate information for you. It then helps you remove duplicates automatically or as you choose. To start the Duplicates Wizard, choose Card→Find Duplicates. Safeguarding Your Contacts To make sure your valuable information is safe and available when you need it, use the Backup Wizard.
  • Page 16 3 Organizing and Managing Leads This page is intentionally left blank. CardScan, Inc.

  • Page 17: Sharing Lead Data

    CardScan.net, see “Sharing Lead Records via CardScan.net” on page 4-3. Exporting Lead Data to Microsoft Excel CardScan’s Export Wizard includes a special template to enable you to export the data into a file that Microsoft Excel can import. To export Lead Data to Microsoft Excel, follow these steps: 1.
  • Page 18 4 Sharing Lead Data 2. Click Next. This screen opens: 3. Scroll down the list to select the appropriate template: 4. Click Next, and follow the wizard’s prompts to complete exporting the lead data. CardScan, Inc.

  • Page 19: Sharing Lead Records Via Cardscan.net

    Sharing Lead Records via CardScan.net The ability to share lead records via your private account on CardScan.net can save you much time and money. You can apply the power of your entire team to the project, while you are the only person attending the event.
  • Page 20 4 Sharing Lead Data This page is intentionally left blank. CardScan, Inc.

  • Page 21: Appendix A: Good Practices

    Create and Practice Using CardScan.net Account Your account on CardScan.net could prove your team’s best asset. For example, if you are at a show running for several days, you may need to share some lead information with the team as soon as possible—to make further steps toward new partnerships.

  • Page 22: Strategize

    Which members of the team should have the CardScan.net password? Also, make sure to write down your CardScan.net password to bring it with you as well save it in a location accessible by you or a team member staying behind.

  • Page 23: Appendix B: Compliance With Fcc And Ec

    To comply with part 15 of FCC rules, you must use the cable provided with the scanner. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to correct the interference by one of the following measures: •...
  • Page 24 This page is intentionally left blank. CardScan, Inc.

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