There are two ways to manually add a new account in Marketscape CRM. Alternatively, you can also create an account by adding it from the market data in the Referral Source Database or TargetWatch, discussed in this article.
If your Electronic Health Records system is integrated with Marketscape CRM you may not be permitted to create new accounts.
Mouse-over the Accounts link, just below the Marketscape CRM logo, then click Create an Account from the menu that pops up (shown below).
From within the Account View
Click on the Accounts link (rather than letting the mouse hover over it), then click on the New Account button.
Either of the above methods will then display the editable Account Details screen, where the account information can be input. If the user inputting the account is not who the account should be assigned to (or the Shared Owner of the account), the assignment can be changed in the Shared Owners section of the Account Details.
By default, the only field required on a new account is the Account Name. Trella Health suggests that users add as much information as possible. These additional details allow users to see if the accounts are duplicates or different facilities, based on location, etc.
Once all the information has been entered, simply click Save at the top or bottom of the page. Once saved, the Account Details page will be displayed, and a green notice will show at the top of the record that the account is now saved in Marketscape CRM.
The training videos for this content are missing. For assistance with creating an account, please make contact with your Customer Success Manager.
Before creating an account, it is recommended that users search the All Accounts view for the account, as it may exist, but may not be assigned to the user.
The ability to create accounts may be restricted by the system administrator. If an error message is displaying when a new account is being created, please verify your role permissions with your system administrator.
- Creating a Contact
- Account Details
- Performing a Search from Views
- Requesting Ownership of Accounts, Contacts or Referrals
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