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Marketscape CRM
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