Charles Fox

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Activity overview

Latest activity by Charles Fox
  • 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...

  • 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...

  • 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...

  • 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...

  • Charles Fox created an article,

    Release Notes - Q1-2024

    March 2024 User Page Updates! We've updated the User page to more clearly sort users into the correct group! Below you'll find a more detailed explanation of each group of users! Active Users now...

  • Charles Fox created an article,

    Goals

    Overview The Goals page is a tool that allows managers to create goals for their reps in order to make their expectations clear. Then, reps (and their managers) can track the progress of the goals ...

  • 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...

  • 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...

  • 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...

  • Charles Fox created an article,

    Transition Videos

        Marketscape CRM Account and Contact Basic:: Marketscape CRM Creating Events:     Marketscape CRM Assign Anywhere: