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This guide is protected by federal copyright law. No part of this guide may be reproduced or distributed, transcribed, stored in a retrieval system, translated into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written consent of: CardScan, Inc. 810 Memorial Drive Cambridge, MA 02139 Tel: (617) 492-4200 Fax: (617) 492-6659 Trademarks: CardScan and CardScan.net are registered trademarks of CardScan, Inc. Windows is a trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. Disclaimer of Warranties: CardScan, Inc. makes no warranty, representation or promise not expressly set forth in this agreement. CardScan, Inc. disclaims and excludes any and all implied warranties of merchantability, title, or fitness for a particular purpose. CardScan, Inc. does not warrant that the software or documentation will satisfy your requirements or that the software and documentation are without defect or error or that the operation of the software will be uninterrupted. LIMITATION OF LIABILITY: CardScan, Inc.’s aggregate liability, as well as that of the authors of programs sold by CardScan, Inc., arising from or relating to this agreement or the software or documentation is limited to the total of all payments made by or for you for the license. This limited warranty gives you specific legal rights. You may have others which vary from state to state. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you. Table of Contents 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 Getting Started with CardScan Lead Qualifier This page is intentionally left blank. CardScan, Inc. Introducing Lead Qualifier Forms 1 Welcome to CardScan Lead Qualifier! Events, such as trade shows, conferences, and seminars are expensive but important vehicles for showcasing your product or service and, most importantly, making new contacts! Too often those new leads are not collected or acted on quickly enough. CardScan Lead Qualifier enables you to maximize the value of your leads by allowing you to: • Collect lead data with forms. • Scan the forms into electronic records. • Share the records with your team at remote locations. Introducing Lead Qualifier Forms Lead Qualifier forms allow you to capture not only the person’s business card (that is, contact) information but also the data for qualifying this person as a lead. When you scan and process a form, Lead Qualifier transforms the data as illustrated below. Electronic Record Lead-Qualifier Form Getting Started with CardScan Lead Qualifier 1-1 1 Welcome to CardScan Lead Qualifier! As shown in the illustration, after processing: • The business card data has been placed in the appropriate contact-information fields. • The m...