Looking for a place to get started in the Help Center? Look no further! We've collected some of our best articles from across the Help Center to get you into the content you need.
Sales Rep? Marketer? Account Executive? No matter what your team has named your role, we know that you are the life of your organization. Your efforts ensure that your referral sources value the partnership with your company and that those referrals continue to grow - and we're here to help!
- Logging into Marketscape CRM (be sure to log in to the Web App!)
- First Steps
Our Marketer Quick Start Guide is an excellent resource! The combination of quick articles and video walkthroughs are great for learning the basics and will get you up-and-running in the platform.
Once that's completed, the articles below will help you learn more about each piece of the Spark puzzle and how you can really make the most of your experience.
- Managing your Book of Business
- Adding an Account from the Referral Source Database
- Reasons to Schedule Recurring Events
- Best Practices for Setting Up an Event Series
As your own BOB and ACE come together, start to think about your own best practices: how you can leverage the different applications, the information you're putting into Spark and - most importantly - how you can get the most value back out!
We hope these articles give you some idea of the possibilities now within your grasp. There's a lot more to learn, too - check out the attachments below, our Best Practices, hop into a webinar, or just explore the Help Center further!
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