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Using Your Documents Folders
Documents is an internal home, within Marketscape CRM, for your team's collected notes, marketing strategies and materials. Hover over the Settings Dropdown button at the top right of any page - ...
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Sales Territory Manager vs Assigned to Sales Territory
Overview In Marketscape CRM, you have the ability to assign a user to a specific sales territory and you can assign a user as a manager of a sales territory. As these two different tasks imply, you...
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Role Management - Permissions Details
Overview Roles define the access level for groups of users. The ability to update and change permissions varies by each user's assigned role. This article walks through available options within ea...
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Marketscape CRM Mobile Team Tab
Overview The Marketscape CRM Mobile app is constantly improving with new ways to ensure that you are able to manage your team. As we strive for the best experience, we're excited to announce the T...
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View Recipe: State/County View
If your territory spans several states or counties there may be times when you want to focus on a select area. This article will walk you through how to create a view of your Accounts by State and/...
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New User Checklist for Managers
Here's a quick checklist to help ensure that your new rep's Marketscape CRM profile is plugged in and they've got everything they need to get started. For additional guidance, more details on each...
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Understanding the PM ADMIN
Depending on your access or role permissions within Marketscape CRM, you may encounter a user type called "Administrator." PM ADMIN is actually short or “Marketscape CRM Administrator,” and it is...
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Mobile FAQ
This FAQ addresses some of our most common client questions about Marketscape CRM Mobile, and where to find more info within our Help Center as applicable. If you have a question that you would li...
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Event Ownership
For most records in Marketscape CRM, ownership (or assignment) can be edited or even shared. When a user is disabled, administrators are presented with an option to change the ownership of accounts...
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Required Fields for Completing Events
Since Trella Health uses the ACE acronym to organize data (Accounts, Contacts, Events), it's important that all of the necessary fields in an event are populated to ensure that the notes from compl...