Charles Fox
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Activity overview
Latest activity by Charles Fox-
Charles Fox created an article,
Notifications
Overview Marketscape CRM can now bring referral, order, accounts, contacts, expenses, and event updates directly to you via your mobile devices! After enabling mobile notifications for the Marketsc...
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Charles Fox created an article,
Release Notes - Q4-2023
Mobile App Versions Released Android 23.10.1: Released 10/9 Calendar Subscription Referral and Order Mobile Notifications 23.10.2: Released 10/20 Mobile Notifications Settings Add...
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Charles Fox created an article,
Calendar Subscription
Overview The Calendar Subscription feature allows you to set up a one-way feed from your calendar in CRM to Microsoft Outlook, Google Calendar or Apple Calendar. Your "external" calendar will updat...
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Charles Fox created an article,
Transition Videos
Marketscape CRM Account and Contact Basic:: Marketscape CRM Creating Events: Marketscape CRM Assign Anywhere:
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Charles Fox created an article,
Planning the Perfect Week!
Hi. Glad you are here. We know that there is a way to do this, but we are waiting for our team to finish with the concept so we can post it here. Please check back later.
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Charles Fox created an article,
Step 5 - Ongoing Support
Overview Marketscape CRM is a tool designed to make your job easier. The many reports and views of the metrics that track what is going on with referrals and accounts and visits (and more) exist so...
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Charles Fox created an article,
Sales Manager Quickstart Guide
Overview It is kinda impossible to overstate the power of a properly utilized CRM in the hands of a sales manager. We won't attempt to tell you your job, but we will tell you our job, which is to c...
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Charles Fox created an article,
Step 4 - Establishing an Ongoing Cadence
Overview The previous two steps consisted of a deep dive into the current state of your team broadly and for each individual rep. There are a few times when a sales manager would want to follow the...
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Charles Fox created an article,
Step 3 - Individual Rep Analysis
Overview In step two, you reviewed the overall performance of your team using the Advanced AE Summary report. In this step, you will focus on each of your sales reps individually using the Detailed...
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Charles Fox created an article,
Step 1 - Logging in to Marketscape CRM
Marketscape CRM Account Basics New User A new Marketscape CRM user should receive a welcome email from their company account administrator with basic login information. If you know that your compan...