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  1. Marketscape CRM
  2. Getting Started with Marketscape CRM

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
Marketscape CRM