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Auto-Generated Mobile Events
We know that your time is valuable, and is best spent out in the field. If you've ever thought, "I wish Marketscape CRM would just know when I do something so that I can merely add my notes!" then...
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Inviting Users and Contacts to Events
Marketscape CRM utilizes events to track activity and communication with accounts and contacts. For more information about creating events, or associating accounts and contacts to events, read this...
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Manually Entering and Updating Referrals
Overview Referrals are entered into Marketscape CRM in one of two ways: Automatically entered through an integration with an Electronic Health Records provider (or an EHR). Referrals entered by an...
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Marketscape CRM Mobile - Stats Tab
The Marketscape CRM app is constantly improving with new ways to ensure that you are able to manage your accounts and contacts efficiently. We're excited to announce the Stats Tab. This powerful t...
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Marketscape CRM Mobile Compact View
The nMarketscape CRM app is constantly improving with new ways to ensure that you are able to manage your accounts and contacts efficiently. We're excited to announce the Compact View located on t...
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Marketscape CRM Mobile Global Search
Global Search allows you to search in one location to find an account, contact, referral, expense, or event. In this article, you will find Fields Included in Search Limitation and Requirements...
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Marketscape CRM Mobile Event Map
The Marketscape CRM Mobile app is constantly improving with new ways to ensure that you are able to manage your accounts and contacts as efficiently. We're excited to announce the Event Map locate...
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Turning on auto-update for the Marketscape CRM Mobile app (Android)
Trella Health issues updates to our mobile application from time to time. These updates often address issues, add features, or improve security and stability. In order for the application to work c...
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Accessing Marketscape CRM on a Tablet
Accessing Marketscape CRM on a tablet Marketscape CRM Mobile is available for both Android and iOS devices in their respective app stores. To download the latest version, please use search for ...
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Common Reports and Uses
Overview This article discusses some of the most commonly utilized reports in Marketscape CRM. Advanced AE Summary Report Daily Visit Report Daily Visit Report with Contact Detail Detailed AE Acco...