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  1. Marketscape CRM
  2. Best Practices by Role

Best Practices by Role

General Best Practices

  • How to Identify Valuable Referral Sources
  • Preparing for Contact Transitions
  • Market Data Talking Points: Median vs Average Length of Stay (LOS)
  • Identifying Palliative Care in Market Insights
  • Using Views to Manage Referrals

Administrator Best Practices

  • Merging Best Practices and Tips for Accounts and Contacts
  • Preparing for Marketer Transitions
  • Maintaining Unassigned Records
  • Maintaining Unassociated Records
  • Sales Territory Manager vs Assigned to Sales Territory
  • Managing Inactive Accounts and Contacts
See all 9 articles

Marketer Best Practices

  • Managing your Book of Business
  • Reasons to Schedule Recurring Events
  • Best Practices for Setting Up a Recurring Event Series
  • Covering Another Rep's Territory
  • Foundational Sales Strategies
  • Contact Sales Zones
See all 10 articles

Manager Best Practices

  • New User Checklist for Managers
  • Using Your Documents Folders
  • Saving and Scheduling the Approve Owner Change Report
  • Managing Your Team with Reports
  • Connecting the Dots
  • Account and Contact Relationships
See all 9 articles
Marketscape CRM