Manuale d’uso / di manutenzione del prodotto 700C del fabbricante CardScan
Vai alla pagina of 24
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 ...............
ii CardScan, Inc. This page is intentionally left blank..
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 .
1 Welcome to CardScan Lead Qualifier! 1-4 CardScan, Inc. 1 This page is intentionally left blank..
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.
3 Organizi ng and Managing Leads 3-4 CardScan, Inc. 1 This page is intentionally left blank..
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.
4 Sharin g Lead Data 4-4 CardScan, Inc. 1 This page is intentionally left blank..
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.
B-2 CardScan, Inc. 1 This page is intentionally left blank..
Un punto importante, dopo l’acquisto del dispositivo (o anche prima di acquisto) è quello di leggere il manuale. Dobbiamo farlo per diversi motivi semplici:
Se non hai ancora comprato il CardScan 700C è un buon momento per familiarizzare con i dati di base del prodotto. Prime consultare le pagine iniziali del manuale d’uso, che si trova al di sopra. Dovresti trovare lì i dati tecnici più importanti del CardScan 700C - in questo modo è possibile verificare se l’apparecchio soddisfa le tue esigenze. Esplorando le pagine segenti del manuali d’uso CardScan 700C imparerai tutte le caratteristiche del prodotto e le informazioni sul suo funzionamento. Le informazioni sul CardScan 700C ti aiuteranno sicuramente a prendere una decisione relativa all’acquisto.
In una situazione in cui hai già il CardScan 700C, ma non hai ancora letto il manuale d’uso, dovresti farlo per le ragioni sopra descritte. Saprai quindi se hai correttamente usato le funzioni disponibili, e se hai commesso errori che possono ridurre la durata di vita del CardScan 700C.
Tuttavia, uno dei ruoli più importanti per l’utente svolti dal manuale d’uso è quello di aiutare a risolvere i problemi con il CardScan 700C. Quasi sempre, ci troverai Troubleshooting, cioè i guasti più frequenti e malfunzionamenti del dispositivo CardScan 700C insieme con le istruzioni su come risolverli. Anche se non si riesci a risolvere il problema, il manuale d’uso ti mostrerà il percorso di ulteriori procedimenti – il contatto con il centro servizio clienti o il servizio più vicino.
