Sansan Guide (for general users)

Login, password

• Login issues
• If you didn't receive a password reset email
• If you forgot your password or lost your account information email (reissuing a password)
• If you're locked out of your account (reissuing a password)

Virtual Card

• Editing Information on a Virtual Card
• Virtual Cards Admin Settings
• How to set up your Virtual Card (Mobile App)
• Sending/receiving Virtual Cards (Mobile App)
• How to set up your Virtual Card (Web App)
• Sending/receiving Virtual Cards (Web App)

Person and biscard details

• Setting a contact as resigned
• Fixing digitization errors
• Relationship between Details about this person and Recognition as same person
• Questions and answers regarding Details about this person
• How to access the Business card details screen
• How to access the Details about Indivisual infomation

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Search

• Doing advanced searches for companies
• Doing Searches from the Detailed Search Screen
• Searching for data containing Non-enterable character"●".
• Saving search criterias and doing searches from saved search criterias
• Description of card searches and display settings (From screen after the log-in screen)
• Searching by tags (OR, AND, NOT searches)

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Smartphone application

• Identify Incoming Call IDs

Smartphone web

• Scanning cards using a smartphone
• Logging in to Sansan for Mobile (Smartphone web version)

View, edit, delete business cards

• PA Operation
• How display order of contacts' first & last name is determined
• Registering business card data from an image file
• Editing multiple business cards at the same time
• What a Card ID is (Checking Card IDs)
• Deleting business cards

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Tags

• Creating, editing, and deleting tags
• Adding tags to multiple cards at once
• Attaching Tags to Business Cards
• Bringing multiple tags together under one tag
• Removing tags attached to a business card
• Tags explained: public, private and shared

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Recognize As Same Person

• Contacts working in more than one company
• About Combining Duplicates
• Manually combining duplicates
• Undoing the status of recognition as same person
• Changing the chronological order of combined cards

News

• Personnel change and contact information change news based on profile information in Eight
• What "News" is
• Editing the settings for receiving automatically sent emails from Sansan
• What "News about people you know" is
• Setting News to not be displayed

Company master, organization tree

• What the Heat Map is
• Changing items displayed in the Company list
• Company page and organization tree explained
• Downloading company information
• Following Companies
• Consider making an approach using Client companies

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Bulk Email Delivery

• ★ Collection of template samples (Email delivery, body)
• Setting the Sender Domain for Bulk Email
• About Card Holder
• Send bulk emails in HTML format
• What plain text is
• Selecting type of email

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Reports

• Sharing the contents of Reports through Messaging
• Import events from Google Calendar to Report registration
• Viewing Reports
• What a Report is
• Receiving Emails about Reports registered by other users
• Downloading Report information

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Deal management

• Change the initial setting displayed for Opportunity Masters when creating a new Opportunity.
• Calculating Opportunities
• What Opportunity is
• Displaying opportunities, Advanced searches, Downloading search results, Saving
• Editing / Deleting Opportunities
• Creating new Opportunities

Messaging

• What "Message" is
• Sending messages to colleagues
• Checking, replying to messages
• Changing the notification settings for messages

Download

• Optional settings for business card data download (export)
• Save, change, or delete output template to be used when downloading business cards.
• How to download (export) Sansan contact data

Settings

• Changing your password
• Making telephone calls with specific prefixes attached to the telephone number
• Changing user name, sub-email address, language, and time zone
• Changing the display of the business card management screen

Personal Email Settings

• How to do initial settings. Sending emails from Sansan
• How to send. Sending emails from Sansan
• How to send when the limit of the number of characters in the mail has been exceeded
• If garbled text appears when calling up email software from Sansan

Digitize

• Processing in and digitizing business card images from Eight
• Things to be aware of when scanning cards -Please be sure to check!-
• What Transcribe Both Sides is
• Checking Unreadable Cards
• Scanning business cards to Transcribe Both Sides
• Checking the expected completion date of transcribing for scanned business cards

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Others

• Use lists to send bulk emails
• About Lists
• About Colleagues
• What a Public Profile is
• Profile Pages
• Changing the date received of business cards

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