Frequently Asked Questions
Coaching
Support Resources
User Settings
Mobile App - iOS & Android
- Notifications
- Current Mobile App Versions & Requirements
- Marketscape CRM Mobile Event Map
- Marketscape CRM Mobile Global Search
- Marketscape CRM Mobile Compact View
- Marketscape CRM Mobile Team Tab
Accounts
- Why do I have so many duplicate accounts in my CRM?
- What is an Account?
- Searching Accounts
- Merging and Deleting Accounts
- Creating "Office of" or "Practice of" Accounts
- Using Parent Accounts
Contacts
- What is a Contact?
- Associating Contacts to Accounts
- Reviewing call notes via Contacts
- Copying Account Details to a Contact
- Merging & Deleting Duplicate Contacts
- Adding a Contact from Market Data
Events
- Calendar Overview
- Calendar Subscription
- Feature Comparison: Events & Tasks
- The ACE Process
- Reasons to Associate Events to Accounts & Contacts
- Required Fields for Completing Events
Tasks
Views
- Defining Views
- Administrators and Views
- Creating New Views
- Performing a Search from Views
- Duplicating Views
- Advanced Filter Criteria for Views
Goals
Referrals
Ownership
Performance & Reporting
- Dynamic Reporting
- Reporting Overview
- Common Reports and Uses
- Configuring and Scheduling Reports
- Marketscape CRM Standard Reports
- List of Marketscape CRM Standard Charts
System Administration
- Admin Tools Transition for CRM Account Admins - July 2024
- Understanding the PM ADMIN
- Resetting a User's Password
- Adding a New User
- Disabling a User
- Role Management