Overview

Setting up business lines is a critical task in the configuration process in Marketscape CRM. With business lines set up properly, incoming referrals can be assigned to home health or hospice as needed. This will automatically align incoming referrals to the correct business segment, and therefore, to the correct team and individual marketer.

In this article, steps on how to create a new business line and how to delete a business line are provided. The ability to add, remove, or modify business lines depends on a user's role and permissions.

If you have an integration with your EHR, it is important to check with your Customer Success Manager prior to removing or adding additional business lines to ensure referrals continue to map correctly.

Adding a New Business Line

1. Click on the Settings button at the top right corner of any page in Marketscape CRM for Web.
2. Click on Business Lines Configuration under Territory Management on the left side of the page.
3. Click the New Business Line button in the middle of the page.
4. When the page appears, enter the new Business Line name and select a business line you'd like to copy roles from.
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5. Once entered, click "Save." 

Deleting a Business Line

Please consult your Customer Success Manager prior to deleting a business line to ensure referral data will not be impacted.

1. Click on the Settings button in top right corner of the page.
2. Click on Business Lines Configuration under Territory Management on the left side of the page.
3. Click Delete next to the business line to remove it.
4. After clicking Delete, the following message will appear to provide information about what will be removed with this business line.
5. After reviewing the information in the message, click Delete Business Line to complete the action.