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  1. Marketscape CRM
  2. Getting Started with Marketscape CRM

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
See all 11 articles

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
See all 10 articles

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!
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