CardScan 700C User Manual download pdf (Page 21)

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Appendix A: Good Practices

Your success at and after the event largely depends on your coming prepared for various scenarios.

Consider the following recommendations:

• Create and practice using your account on CardScan.net.

• Prepare for capturing contacts without business cards.

• Practice using forms.

• Strategize!

• Prevent troubles scanning

Create and Practice Using CardScan.net Account

Your account on CardScan.net could prove your team’s best asset. For example, if you are at a

show running for several days, you may need to share some lead information with the team as soon

as possible—to make further steps toward new partnerships.

• To use this secure pipeline efficiently, practice saving files to CardScan.net and

synchronizing with your desktop. Decide what team members will have access to the files.

• Arrange to have Internet access at the event.

Prepare for Capturing Contacts without Business Cards

TIP: If the person does not have a business card, write their information on the back of

your own card, and affix that card to the form. Better yet, prepare a few card-size

pieces of paper (as shown below) in advance, and have them ready to use at the

show.

Practice Using Forms

To use forms efficiently, reserve some time for this:

• Study the form supplied with your Lead Qualifier software.

• Practice filling it out by interviewing your colleagues.

• Think of how you would utilize the handwriting areas, especially the MEMO area. Practice

handwriting, scanning, and then viewing the images with Big Picture. To view all the images

associated with a record, select the record and choose View→Big Picture.

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CardScan 700C User Manual Page 21