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CardScan 700C manual

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Table of contents for the manual

  • Page 1

    1 Chapter Getting S t arted with CardScan Lead Qualifier[...]

  • Page 2

    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 retr ieval system, translat ed into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written co[...]

  • Page 3

    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 Processin[...]

  • Page 4

    ii CardScan, Inc. This page is intentionally left blank.[...]

  • Page 5

    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 important vehicles fo r showcasing your product or service and, most im po rtantly , making ne w contacts! T oo often those new leads are not collected or[...]

  • Page 6

    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. The only information not tra nsforme d automatical ly is your handw[...]

  • Page 7

    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 . The following table summarizes your othe r resources. CardScan Lead Qualifier In[...]

  • Page 8

    1 Welcome to CardScan Lead Qualifier! 1-4 CardScan, Inc. 1 This page is intentionally left blank.[...]

  • Page 9

    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. This requires: • Scanning and processing forms • V erifying data accuracy , and editin g the record for completeness Scanning and Processing Forms T[...]

  • Page 10

    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. Lead Qualifier simplifies your tasks by saving the im age of the form as two separate components: a) an image of the card affixed to [...]

  • Page 11

    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. As you move the cursor from field to field, note a rectangle high[...]

  • Page 12

    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 lead in List view to display i ts cont act data in Su mmary view; then use Au toActions to create a preaddressed email , display the street address o n [...]

  • Page 13

    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. This chapter introduces: • Organizing Leads with Categories • Merging and S plitting Files • Finding Records with QuickSearch ?[...]

  • Page 14

    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.” 7. Click “Contact[...]

  • Page 15

    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. T o st art the Duplicates Wizard, choo se Card → Find Duplicates . Safeguarding[...]

  • Page 16

    3 Organizi ng and Managing Leads 3-4 CardScan, Inc. 1 This page is intentionally left blank.[...]

  • Page 17

    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. [...]

  • Page 18

    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.[...]

  • Page 19

    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. [...]

  • Page 20

    4 Sharin g Lead Data 4-4 CardScan, Inc. 1 This page is intentionally left blank.[...]

  • Page 21

    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. • Practice using forms. • S trategize! • Prevent [...]

  • Page 22

    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). Answer these questions: • Would it be possible to scan fo[...]

  • Page 23

    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. This equipment gen erates, uses a[...]

  • Page 24

    B-2 CardScan, Inc. 1 This page is intentionally left blank.[...]