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Assigning Owners in Market Spotlight & Sales Spotlight
Market Spotlight and Sales Spotlight are the newest features within Marketscape CRM. In this article you will learn about assignment based actions and settings within this new feature. In this a...
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Keeping "My Agency" Up to Date in CRM
One of the most valuable pieces of data within the Market Spotlight is the ability to compare your agency to other top destinations for a referral source. The data presented provides an amazing op...
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Troubleshooting: Market Spotlight Not Loading
From time to time, users may experience an issue where loading the Market Spotlight page does not yield any results. These users - most often new users - report that their Market Spotlight page loo...
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September 2022 Marketscape CRM Release Notes
We are pleased to introduce the an exciting set of changes to Marketscape CRM, formerly PlayMaker Spark! Included in this article: Web Changes: BRANDING UPDATES - Marketscape CRM NEW Market S...
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Got an idea or enhancement? Send it to us!
Trella Health is always looking for ways to improve and incorporate customer feedback into our next update! We're excited to promote our Idea Center where you can submit your ideas directly to our ...
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Adjusting Time Out Settings for Web and Mobile
Overview Because Marketscape CRM contains confidential HIPAA protected information, it also includes a security setting whereby all users are logged out on a fixed period. The time period for that ...
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Enabling a Disabled User
Enable a disabled user account To enable an account that is disabled in Marketscape CRM, follow these steps: Click on Settings in the left navigation of the Marketscape CRM web application. Clic...
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Automating Contact Ratings in Marketscape CRM
Rating contacts is the best way to determine if sales reps are interacting with the most influential individuals associated with the accounts they are calling on. Doing this process manually can ta...
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Sales Territory Configuration
Overview Sales territories play a key role for customers who have Marketscape CRM with EHR Connect and customers who have Marketscape CRM only. For more information see EHR Integration Functional...
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What Marketscape CRM Mobile Version do I have?
Trella Health's Marketscape CRM mobile application works best when it is up to date. To find out which version of the mobile app is installed on an Android smartphone or tablet, follow these steps:...