Administrator Best Practices

Preparing for Marketer Transitions

Overview As an account administrator, you'll oversee the addition of new users and the disabling of current users, as...
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Maintaining Unassigned Records

Overview We all understand that clean data is important. The health of your environment, and the strength of the dat...
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Maintaining Unassociated Records

Overview We all understand that clean data is important. The health of your environment, and the strength of the dat...
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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...
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Managing Inactive Accounts and Contacts

Overview From time to time, contacts or accounts need to be removed from Marketscape CRM but historical data needs to...
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Admin Guide: Checklist

We know that getting started with a new software platform is often a difficult undertaking - there's lots to learn an...
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Sales Rep and Manager Core Competencies

Looking for more practical advice on how to gauge understanding of Marketscape CRM concepts? We've got you covered! ...
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Health Report Card

Overview Are you looking for ways to simplify your administrative role? Instead of running multiple reports for dupe...
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