Completing Events – Marketscape CRM

To mark an event complete the event requires BOTH:

Add a call or visit note
Mark it complete

On the web calendar not completed events appear in blue text, events marked complete appear in green text, and events with both a call note and marked complete appear in green text with a check mark.

Completing and Notating an Event on Mobile App (Recommended)

From the Calendar View

On the calendar view swipe left (from right side of screen to left side of screen) across the event
Swiping reveals a number of actions that can be take on that event
Select Add Note
Adding a note can be done by:
- Using the keyboard to type a note
- Using the microphone next to the spacebar on the keyboard to Talk-to-Text a note
- Using Quick Notes - select the pencil at the top of the screen to select a pre-written note
Select Done to return to the calendar
Swipe left again
Select Complete

From the Event

On the calendar view, select the event
Toggle the Completed flag
Click on the Call/Visit Notes item and enter a note by:
- Using the keyboard to type a note
- Using the microphone next to the spacebar on the keyboard to Talk-to-Text a note
- Using Quick Notes - select the pencil at the top of the screen to select a pre-written note
Select Done to return to the event
Select Save in the top right corner

Completing and Notating an Event on the Web

From the Calendar View

On the calendar view right click on the event
- Right Click reveals a number of actions that can be take on that event
Select Add Call/Visit Note
Type a note
Select Save to return to the calendar
Right click again
Select Mark Complete

From the Event

On the calendar view, right click the event and select Edit
- If you click the event itself you will need to choose Edit
Select Completed under Completion Status
Scroll down the page to Call/Visit Notes and enter a note
Select Save at the top

Recurring Event Benefits

The primary benefit of creating recurring events can be seen when users consistently add Call/Visit Notes and mark an event as complete. These benefits include:

Easy access to Historical Call Notes within the event, either on the web or mobile. Previous call notes will show on each event in the series, allowing a user to quickly reflect upon their recent communication with the facility. If events are created individually, notes can still be seen within the Account Details page, but will not be available within the event itself.

In the Detailed AE Account Activity Report (found on the Reporting page), users can see the last event in the past 30 days with all of their assigned accounts, as well as the Admit history on the account. This report provides users with a quick overview of where they are spending their time, and how that time is driving referrals. Similarly, in the Advanced AE Summary Report shows a summary of all accounts that have had activity in the past 30 days, as well as those that haven't had any ever. These two reports help users ensure that they are interfacing with all of their assigned accounts.

The Daily Visit Report (also found on the Reporting page), shows a snapshot of that day's (or other selected time period) events, providing users with an overview of events. This report can also act as a resource to make sure that events are being marked as complete, and that notes are being saved.

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