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Verification Status indicates View All button.

Double-click a lead in List view to display its contact data in Summary view then use AutoActions to create a preaddressed email, display the street address on MapQuest, dial a phone number, or launch your browser to the lead’s website (as illustrated below).

When confident that the record is accurate, check the box labeled “Verified.” If you don’t check the “Verified” box, CardScan Lead Qualifier will display warnings whenever you try to use the record.This is to prevent you from applying features to inaccurate records.

To view the hidden information, click directly above the symbol.

When the fields containing information are not visible, CardScan displays this symbol.

If you are opening CardScan for the first time, follow the instructions to set up your scanner and create your CardScan file. On the desktop, choose Start→Programs→CardScan→CardScan.

1 Welcome to CardScan Lead Qualifier! This page is intentionally left blank.

You can also access the help by pressing the F1 key on your keyboard or from CardScan’s Help menu. The dialog help is displayed in a tri-pane window, with tabs to display Contents, Index, Search, and Glossary. This means the opportunity to obtain prompt feedback and to delegate some tasks.

If you save lead records to your private account on the secure website, the team members-given the password-can access this data from anywhere, at any time. This is because Lead Qualifier allows you to share lead data with your team remotely, which further increases your efficiency at the event.CardScan Lead Qualifier enables you to maximize the value of your leads by allowing you to: Too often those new leads are not collected or acted on quickly enough.This page is intentionally left blank.1 Welcome to CardScan Lead Qualifier! Introducing Lead Qualifier Forms About this Booklet and Other Resources 2 Scanning Forms and Completing Records Scanning and Processing Forms Verifying and Completing Records Viewing Records in Your File Reaching Leads from Summary View.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.Chapter Getting Started with CardScan Lead Qualifier.Choose one of the options to indicate which cards you would like to export and click Next. Follow these steps to export your CardScan information (CardScan 6.0 or higher) into a csv file: Click File Menu-> ) and select Export. You can scan both sides of a business card in one operation by using a.

Saving data to CSV format for export to Microsoft Excel® or any other contact.