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 Administrator role is the highest level of authority within Marketscape CRM. Admins have visibility into all reps, Sales Territories, and teams, as well as access to edit all records and customize/configure the system. You have the keys to the castle!
Though your role is different - you may/may not have a territory of your own, or may/may not be managing your team directly - we highly recommend admins be familiar with all levels of access and user experience. Check out our Starter Kits for Managers and Marketers to learn more about these roles.
To learn more about your permissions and control as an admin, start here:
- New User Checklist
- Resetting a User's Password
- Role Management & Configuration
- Maintaining your Records: Admin Best Practices
As the administrator of your environment, you will likely be helping new users get started in Spark as well as handling basic troubleshooting. Fear not! In addition to the "getting started" links above, we have a whole section of Support Resources articles that will help you help your team.
You are the guiding force of your team, so having a successful strategy for usage - both with internal and with market data - will determine everyone's success in Marketscape CRM over time. The key to using Marketscape CRM to your advantage is knowing what options are available for you within the system. Knowledge is power!
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, all our additional Best Practices, hop into a webinar, or just explore the Help Center further!
Article is closed for comments.