Charles Fox
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Activity overview
Latest activity by Charles Fox-
Charles Fox created an article,
Dynamic Reporting
Overview You can perform "Dynamic Reporting" when you customize reports to include columns of data you want to see, and remove columns of data you don't need to see. Dynamic field reporting provide...
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Charles Fox created an article,
Coaching Overview
Overview What is Coaching? Coaching is a feature in Marketscape CRM that gives managers easy access to custom forms that enable them to provide targeted and documented coaching to their sales reps ...
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Charles Fox created an article,
Release Notes - Q1-2025
January 29, 2025 Turned off MA/Commercial 65+ table What: Turned off the table 'SNF Analyze Page > Medicare Advantage/Commercial > Medicare Advantage/Commercial (Age 65+) Patient Volume' Why: D...
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Charles Fox created an article,
The Leads page
Overview On the Leads page in Marketscape CRM you can create and manage your leads. If you have been using Marketscape CRM, the layout and tools on the Leads page will be familiar. In this art...
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Charles Fox created an article,
Release Notes - Q4-2024
New Feature: Leads What: Expanding ability to create community referral leads or prospect referral sources into CRM Benefits: Documenting new potential referral sources Documenting potent...
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Charles Fox created an article,
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Charles Fox created an article,
Admin Tools Transition for CRM Account Admins - July 2024
Overview On July 24th, 2024, some user account tasks and settings managed by Marketscape CRM account administrators will be moved from the CRM Settings page within Marketscape CRM to the more centr...
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Charles Fox created an article,
Useful Goal Recipes
In this article This article contains a list of some specific settings for goals that focus on important tasks in Marketscape CRM. How to Create a New Goal Admits Goal Referral Goal Insurance Sp...
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Charles Fox created an article,
Release Notes - Q2 - 2024
Q2 Recap Video The Trella team is thrilled to have released some exciting features and enhancements in Q2. Watch our 5-minute video recap to stay up-to-date on some of the top items now available i...
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Charles Fox created an article,
Calendar Overview
Overview The Calendar page is both a resource and a tool. As a resource, you can quickly view your current visits with your contacts by day, week, month, year or agenda. As a tool, you can easily s...