CardScan 700C - Manual (Page 13)

Organizing Leads with Categories
Getting Started with CardScan Lead Qualifier 3-1
3 Organizing and Managing Leads
CardScan Lead Qualifier provides you with powerful features to organize and safeguard your leads.
This chapter introduces:
• Organizing Leads with Categories
• Merging and Splitting Files
• Finding Records with QuickSearch
• Finding and Removing Duplicates
• Safeguarding your Leads
• Keeping Lead Records Up to Date
Organizing Leads with Categories
Categories allow you to organize contacts into meaningful groups. This helps you find records
quickly, select them for specific projects or simply for printing mailing labels, etc. For more
information, please consult the Online Help.
You can assign categories to:
• Individual leads, by opening the record in the Edit view, and
clicking the Categories tab
• Multiple leads, by selecting them in the List view, and
choosing Categories
→Assign.
Merging and Splitting Files
Lead Qualifier allows you to open multiple files and to drag and drop records from one file to
another. These features enable you to merge and split files as needed. For example, to split a file
“Contacts” into two, follow these steps:
1. Choose File
→Open, and open the file “Contacts.” The filename “Contacts” appears on the File
Bar.
2. Create the file “Contacts-2,” by choosing File
→New. CardScan opens a blank file, and the
filename “Untitled” appears on the File Bar.
3. Choose File
→Save As, and save file “Untitled” with the name “Contacts-2.”
4. Click Contacts on the File bar to switch to the file “Contacts,” and select contacts you want to
move to “Contact-2.”