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Table of Contents
Getting Started with CardScan Lead Qualifier i
1 Welcome to CardScan Lead Qualifier!
Introducing Lead Qualifier Forms ...................................................... 1-1
About this Booklet and Other Resources.............................................. 1-3
2 Scanning Forms and Completing Records
Scanning and Processing Forms ...................................................... 2-1
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
Organizing Leads with Categories ..................................................... 3-1
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
Exporting Lead Data to Microsoft Excel ............................................... 4-1
Sharing Lead Records via CardScan.net.............................................. 4-3
Appendix A: Good Practices
Create and Practice Using CardScan.net Account ........................................... A-1
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
FCC Statement ........................................................................................ B-1
EC Declaration of Conformity ...................................................................... B-1