New User Checklist for Managers

Here's a quick checklist to help ensure that your new rep's Marketscape CRM profile is plugged in and they've got everything they need to get started.  For additional guidance, more details on each of these steps is below!

Manager Checklist

1. Disable existing user (if necessary)
2. Create new user
3. Add Sync ID to user profile (if using Sync IDs)
4. Assign a Market Data Territory to the new user
5. Assign account and contacts to new user
6. Train the new user on Marketscape CRM
7. Schedule a Daily Visit Report for the new user

Additional Guidance

1. Disable any existing users who no longer need access. If you need assistance, please see the article Disabling a User

Things to consider

• Do you need to disable a user who is no longer with your agency?
• Do you need to an additional license added to your account? 
• Preparing for Marketer Transitions

2. Create the new user account. If you need assistance, please see the article Adding a New User

Things to consider

• Is the user taking over for an employee who is no longer with your agency?
• Should they inherit a book of business?

3. Add a Sync ID to assign referral credit if you have it.

Things to consider

• Do marketers receive credit for referrals based on ownership of an account or contact? 
• Is credit determined in your EHR and sent to Marketscape CRM? Troubleshooting Referral Assignment with Sync IDs

4. Assign a Market Data Territory to the new user.

5. Assign accounts and contacts to new user.

Things to consider

• What Book of Business should be assigned to the new user?  Adding or Removing Shared Owners
• Should a territory be inherited from a disabled user?  Reassigning Inactive User Territories

6. Determine training needs. The Marketer Quick Start Guide is an excellent jumping off point for new users!   Step 1: Introduction

Things to consider

• How long will the user be given to learn the ins and outs of Marketscape CRM?
• Are there any areas that reps in the past have struggled with that you can clarify up front?
• Do you have internal KPIs or goals to teach that go along with Marketscape CRM usage?
• Additional Trella Health-specific materials can be pulled from Webinars and Best Practices
• Who do you want the rep to reach out to first if they are having issues? Ensure they have Support information as applicable. 

7. Schedule a Daily Visit Report for the new user.  Scheduled reports are a great way to see a new user's progress!

Things to consider

• What insight into their daily activity will you need as a manager? Managing Your Team with Marketscape CRM Reports
• Are there any reports that are scheduled for other reps that need to be replicated for the new user?