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.
The Regional Manager role allows for easy access to team activity, trends and reporting without the need for a systems configuration background. Managers have visibility into all reps, branches or teams that they've been provisioned for, and have a broader scope of options when it comes to assigning territories and setting up new users for their team(s).
To learn more about your permissions and control as a manager, start here:
- New User Checklist for Managers
- Resetting a User's Password
- Defining Ownership & Shared Owners
- Reporting Overview
- Managing Your Team with Reports
As the rep's first point of contact, you will likely be helping new users get started in Spark as well as handling basic troubleshooting. Fear not! We have a whole section of Support Resources articles that will help you help your team.
Pro Tip: Though your role is different - you may or may not have a territory of your own - we highly recommend managers check out our Marketer Quick Start Guide to understand the foundations of Spark and your rep's experience overall.
You are the guiding force of your team, so having a successful strategy for usage, as well as keen insight into creating or leveraging your company's marketing campaigns, will determine everyone's success in Spark over time. Make the most of your data!
In addition to the reports mentioned above, you can create your own custom reports, called Views, to help you manage Accounts, Contacts, and Referral data.
Pro Tip: Looking for ideas to create your own views? Check out some of our most requested view "recipes" here!
Navigate to the latest provider data by clicking on Market Spotlight in the left navigation.
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!