Manager Best Practices

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 eve...
See more
Using Your Documents Folders

Documents is an internal home, within Marketscape CRM, for your team's collected notes, marketing strategies and mate...
See more
Saving and Scheduling the Approve Owner Change Report

As a manager or administrator, one of the more frequent tasks that you'll face in PlayMaker is reviewing ownership ch...
See more
Managing Your Team with Reports

In addition to the detail-level insights that Views can provide, Marketscape CRM's suite of Reports can be utilized t...
See more
Connecting the Dots

As a team manager in Marketscape CRM, you’ve learned how to create and manage your team's book of business through ow...
See more
Account and Contact Relationships

Let’s spend some time thinking about the way that your book of business is “configured” within Marketscape CRM, speci...
See more
How to Use your 'Office Of' Accounts

Office Of Accounts are most often created by Marketscape CRM when an "orphaned" Contact - one that did not come with ...
See more
The Importance of the Primary Referring Person

Basic Post-Acute Care Referral Workflow A patient meets the required standards and a qualified person decides to r...
See more
Qualifying a Book of Business through Ratings Scales

Overview Marketscape CRM's flexible rating system provides each client with the tools to segment their book of busine...
See more