Overview

Once your calendar is populated with events, the bulk of the work is done. The last piece of the puzzle is to add notes and to mark events as complete. These steps are necessary to add the notes to the related accounts and contacts. The video below demonstrates how to add notes to an event, and how to mark it as complete.

The training videos for this content are missing. For assistance with completing events, please make contact with your Customer Success Manager.

In the next module, users will be introduced to the mobile application, and take Marketscape CRM into the field.

Quick Start Guide:

Step 1: Introduction

Step 2: Building a Book of Business

Step 3: Associating Accounts and Contacts

Step 4: Scheduling Events

Step 5: Completing Events

Step 6: Moving to Mobile 

Marketer Quick Start Review