Overview
With a basic understanding of accounts, contacts, and events, users are ready to start working the mobile application into their workflow. The mobile application offers quick access to content that they own (or are assigned), and allows users to update and close events while they are on the go.
The videos below provide an introduction to navigating the mobile application, as well as a walkthrough of adding notes to an event and marking it as complete.
Marketscape CRM Mobile App for iOS
The training videos for this content are missing. For assistance with using the Mobile App, please make contact with your Customer Success Manager.
Marketscape CRM Mobile App for Android
The training videos for this content are missing. For assistance with using the Mobile App, please make contact with your Customer Success Manager.
Congratulations, you have completed the quick start guide and are now ready to use PlayMaker.
Quick Start Guide:
Step 2: Building a Book of Business
Step 3: Associating Accounts and Contacts
Step 6: Moving to Mobile
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