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CardScan 700C - User Manual

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Chapter
Getting Started with
CardScan Lead Qualifier
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Summary

Welcome to CardScan Lead Qualifier

Lead Qualifier Forms Overview

Overview of Lead Qualifier forms for capturing contact and qualifying data.

About This Guide and Resources

Scanning and Completing Records

Scanning and Processing Forms

Steps to scan and process forms using CardScan Lead Qualifier and its scanner.

Verifying and Completing Records

Verifying contact data accuracy against card images and form data.

Viewing Records in Your File

How to view contacts in the file using List, Edit, or Summary views.

Reaching Leads from Summary View

Using AutoActions in Summary view to create emails, view addresses, dial numbers, or launch websites.

Organizing and Managing Leads

Organizing Leads with Categories

Grouping contacts into meaningful categories for better organization and retrieval.

Merging and Splitting Files

Combining multiple files or splitting a single file into separate ones.

Finding Records with QuickSearch

Searching for contacts using keywords, specific fields, or combined criteria.

Finding and Removing Duplicates

Utilizing the Duplicates Wizard to find and remove duplicate records.

Safeguarding Your Contacts

Using the Backup Wizard to ensure data safety and availability.

Keeping Data Up to Date with AccuCard Service

Using AccuCard Service to receive updates for contact information.

Sharing Lead Data

Exporting Lead Data to Microsoft Excel

Steps to export lead data into a file compatible with Microsoft Excel.

Sharing Lead Records via CardScan.net

How to share leads using a private account on CardScan.net for team collaboration.

Appendix A: Good Practices

Create and Practice CardScan.net Account

Recommendations for preparing and practicing with your CardScan.net account before an event.

Capturing Contacts Without Business Cards

Tips for capturing contact information when a business card is not available.

Practice Using Forms

Guidance on how to efficiently use and practice with Lead Qualifier forms.

Strategic Planning for Events

Considerations for planning and strategizing tasks related to lead handling at an event.

Preventing Scanning Troubles

Instructions on how to clean the scanner to prevent scanning issues and ensure image quality.

Appendix B: Compliance

FCC Compliance Statement

Statement regarding FCC compliance for the digital device and radio frequency energy.

EC Declaration of Conformity

Declaration of conformity with European Community directives and standards for IT equipment.

CardScan 700C Specifications

General IconGeneral
Product TypeBusiness Card Scanner
ManufacturerCardScan
Model700C
ConnectivityUSB
Software IncludedCardScan Software
CompatibilityWindows