Getting Started with Marketscape CRM

Sales Rep's Quick Start Guide

• Sales Rep Quick Start - Overview
• Step 1 - Logging in to Marketscape CRM
• Step 2 - Check Your Accounts
• Step 3 - Add Key Contacts
• Step 4 - Build your Calendar of Events
• Step 5 - Viewing Referrals

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Sales Manager's Quick Start

• Sales Manager Quickstart Guide
• Step 1 - Logging in to Marketscape CRM
• Step 2 - Analyzing your Team's BoB
• Step 3 - Individual Rep Analysis
• Step 5 - Ongoing Support

Account Administrator Quick Start Guide

• Account Admin Quick Start - Overview
• Settings Page - Overview
• Step 1 - Territory Management
• Step 2 - Role Management
• Step 3 - User Management
• Step 4 - System Setup

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Welcome to Market Spotlight and Sales Spotlight

• Assigning Owners in Market Spotlight & Sales Spotlight
• Keeping "My Agency" Up to Date in CRM
• Physician Data - Patient Counts and Claim types
• Trella Health Diagnostic Groupings
• Troubleshooting: Market Spotlight Not Loading
• Market Spotlight and Sales Spotlight

Help Center Starter Kits

• The Account Executive Role: Starter Kit
• The Manager Role: Starter Kit
• The Administrator Role: Starter Kit

Introduction

• Your Marketscape CRM Account: Get Connected
• Welcome to the world of Post-Acute Care!