Справочник Пользователя для CardScan 700C
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