Overview

Marketscape CRM is a powerful tool used to help managers and their marketing teams quantify and enhance their marketing strategies. Marketscape CRM Android and iOS mobile apps are built for those teams in the field and on the go! We've added tasks to mobile to assist in keeping track of to-do lists on the go! Within the CRM there are two ways to keep track of marketing activities: events and tasks.

Want clarification on when to use a tasks vs. an event? Check out this article!

General information

• By default, Incomplete tasks are shown; however, users can easily toggle between a list of Incomplete, Complete, and All tasks.
• Be careful when deleting! There is message to confirm that you'd like to delete a task!
• When a user is deactivated, tasks created by that rep will not be visible in reporting.

How to Create

1. Tap on the Menu button after logging into the Marketscape CRM mobile app.
2. Tap on the Tasks tab.
3. Tap the + button in the top right corner of the page.
4. Enter in text to the required field.
5. Tap the Save button.

How to Complete

1. Tap on the Menu button after logging into the Marketscape CRM mobile app.
2. Tap on the Tasks tab.
3. Tap the button to the right of the task you'd like to complete.
4. An option list will appear, tap the the Complete option.
5. The page will refresh and the task will be marked as complete.

If viewing a tasks under the Incomplete task segment and a task is marked as completed, when the page refreshes, the task will now appear under the "Complete" task segment.

Users can also mark tasks as incomplete as well using the same steps as above.

How to Edit

1. Tap on the Menu button after logging into the Marketscape CRM mobile app.
2. Tap on the Tasks tab.
3. Tap the button to the right of the task you'd like to complete.
4. An option list will appear, tap the the Edit Task option.
5. The Edit Task page will appear.
6. Update the necessary fields.
7. Tap the Save button.

If you have additional questions, please contact Support@TrellaHealth.com.