Getting Started with Marketscape CRM

Introduction

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

Marketer Quick Start Guide

• Step 1: Marketscape CRM Concepts
• Step 2: Building a Book of Business
• Step 3: Associating Accounts and Contacts
• Step 4: Scheduling Events
• Step 5: Completing Events
• Step 6: Moving to Mobile

Marketer Next Steps

• Marketer Quick Start Guide: Review
• Your First Month using Marketscape CRM
• Configuring Views to Sort & Filter Information
• Measuring Performance with Reports

Help Center Starter Kits

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

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