Instruction/ maintenance manual of the product 700C CardScan
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1 Chapter Getting S t arted with CardScan Lead Qualifier.
1 Copyright © 2005 CardScan, Inc. All rights reserv ed worldwide. This gui de is protected by federal copyright law . No part of this guide may be reproduced or distributed, transcribed, stored in a .
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 ...............
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Introducing Lead Qualifier Forms Getting Started with CardScan Le ad Qualifier 1-1 1 Welcome to CardScan Lead Qualifier! Events, such as trade shows, co nferences, and seminars are exp ensive but impo.
1 Welcome to CardScan Lead Qualifier! 1-2 CardScan, Inc. 1 As shown in the i llustration, after processing: • The business card data has been placed in the appropriate contact-information fields. • The multiple-choice answers have been placed in the fields of the Form Data tab.
About this Booklet and Other Resources Getting Started with CardScan Le ad Qualifier 1-3 About this Bookle t and Other Resources This booklet provide s the basic instructions for using Lead Qualifier forms and suggests good practices that may increase your efficiency .
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Scanning and Pro cessing Forms Getting Started with CardScan Le ad Qualifier 2-1 2 Scanning Forms and Completing Records This chapter describes tra nsforming a completed form into a usable re cord.
2 Scann ing Forms and Completing Records 2-2 CardScan, Inc. 1 Verifying and Completing Records T o verify th e accuracy of a record, you should verify the contact data and the data recorded in the fields of the form.
Verifying and Completing Records Getting Started with CardScan Le ad Qualifier 2-3 3. T o verify th e accuracy of the form data, click on the Form Data tab to open its fields, and then double-click anywhere on thi s tab (or choose Vie w → Big Picture ) to display the scanned image.
2 Scann ing Forms and Completing Records 2-4 CardScan, Inc. 1 Viewing Records in Your File Click the List view tab to view the contacts in your file. Reaching Leads from Summary View Double-click a le.
Organizing Leads wi th Ca tegories Getting Started with CardScan Le ad Qualifier 3-1 3 Organizing and Managing Leads CardScan Lead Qualifier provi des you with powerful f eatures to organize and safeguard your leads.
3 Organizi ng and Managing Leads 3-2 CardScan, Inc. 1 5. Press and hold the mou se button until the cursor changes to the icon. Drag the mouse over to the filename “Contacts-2” on the File Bar (as illustrated below). 6. Release the mouse b utton. The window di splays “Contacts-2” with records copied from “Contact s.
Finding and R emoving Du plicates Getting Started with CardScan Le ad Qualifier 3-3 Finding and Remo ving Duplicates CardScan’s Duplicates Wizard finds records with duplicate info rma tion for you. It then helps you remove duplicates automatically or as you c hoose.
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Exporting Lead Data to Microsoft Excel Getting Started with CardScan Le ad Qualifier 4-1 4 Sharing Lead Data CardScan Lead Qualifier pro vi des you with vari ous methods to share lead data. For example: • If you send lead records via email to people with CardSca n Lead Qualifier on their computers, they can use these records as full y as you do.
4 Sharin g Lead Data 4-2 CardScan, Inc. 1 2. Click Next . This screen opens: 3. Scroll down the list to select the appropriate template : 4. Click Next , and fo llow the wizard’s prompts to complete exporting the lead data.
Sharing Lead Records via CardScan.net Getting Started with CardScan Le ad Qualifier 4-3 Sharing Lead Records via CardScan.net The ability to share lead records via your private account on CardScan.net can save you much ti me and money . Y ou can apply the power of your entir e team to the project, while you are the only person attending the event.
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A-1 Appendix A: Good Practices Y our success at and after the e vent largely dep end s on your coming prepared for various scenarios. Consider the followin g recommendations: • Create and practice using y our account on CardScan.net. • Prepare for capturing contacts without business cards.
Appendix A: Good Practices A-2 CardScan, Inc. 1 Strategize! Because the only task you must accomp lish directly at the event i s filling out forms, consider various options for completing the remaining tasks (that is, scanning, processing, verifying accuracy , organizing and sharing data).
B-1 Appendix B: Compliance with FCC and EC FCC Statement This equipment has b een tested and found t o comply with th e limits for a Class B digita l device, pursuan t to Part 15 of FCC rules. These limi ts are designed to provide reasonabl e protection agains t harmful inte rference in a resid ential installation.
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An important point after buying a device CardScan 700C (or even before the purchase) is to read its user manual. We should do this for several simple reasons:
If you have not bought CardScan 700C yet, this is a good time to familiarize yourself with the basic data on the product. First of all view first pages of the manual, you can find above. You should find there the most important technical data CardScan 700C - thus you can check whether the hardware meets your expectations. When delving into next pages of the user manual, CardScan 700C you will learn all the available features of the product, as well as information on its operation. The information that you get CardScan 700C will certainly help you make a decision on the purchase.
If you already are a holder of CardScan 700C, but have not read the manual yet, you should do it for the reasons described above. You will learn then if you properly used the available features, and whether you have not made any mistakes, which can shorten the lifetime CardScan 700C.
However, one of the most important roles played by the user manual is to help in solving problems with CardScan 700C. Almost always you will find there Troubleshooting, which are the most frequently occurring failures and malfunctions of the device CardScan 700C along with tips on how to solve them. Even if you fail to solve the problem, the manual will show you a further procedure – contact to the customer service center or the nearest service center
