Account Administrator Quick Start Guide

Account Admin Quick Start - Overview

Overview Customer Relationship Management (CRM) software requires a lot of detailed setup. But... A lot of settings ...
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Settings Page - Overview

On the Settings page you will find a menu of links that provide access to the settings that determine how Marketscape...
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Step 1 - Territory Management

Overview The territory structure in Marketscape CRM is critical to all of the important data relationships in Markets...
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Step 2 - Role Management

Overview Each user has an assigned role in Marketscape CRM. The role, in turn, determines what features the user has ...
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Step 3 - User Management

Overview Once you have set up everything else, you are ready to add users. Just as in every other previous step whe...
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Step 4 - System Setup and Events Settings

OverviewSome basic settings need to be aligned to best support your company's business processes. These settings are ...
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Step 5 - Customizations

Overview There are a couple more global settings found in the "Customize" section of the Settings page. Here are sum...
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Step 6 - Expense Settings

Overview Once expense settings are set up in Marketscape CRM, your sales reps will be able to add expenses as part of...
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Adding Sales Territories if you have Trella Connect

This content is under development. If you need assistance - please make contact with your Trella Health CSM or send...
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Adding/Removing a Territory Tier

Overview Pretty much every function in Marketscape CRM depends upon the integrity and accuracy of your sales territor...
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