Charles Fox

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Activity overview

Latest activity by Charles Fox
  • 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:    

  • 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.

  • 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...

  • 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...