CardScan Lead Qualifier captures powerful information quickly and easily. Viewing that information through Microsoft Excel is quick and easy, too. Simply use the Export Wizard in CardScan and export to Microsoft Excel (Lead Information).

To make it even easier, we have created a lead template you can download that charts the information automatically for you. This is designed to work with information captured with our standard forms included with lead qualifier.

To use the spreadsheet,
1. Download this template.
2. Export the contacts from CardScan to a file name Leads.csv.
3. Save the attached spreadsheet to the same folder.
4. Start Excel and open Leads.csv.
5. Open the attached spreadsheet.

Easily chart results like Business Potential and Project Start Date.

See all the details in Excel