Events

Calendar Observances list

Overview The calendar in Marketscape CRM includes a list of dates that are important to remember as holidays, celebra...
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Calendar Overview

Overview The Calendar page is both a resource and a tool. As a resource, you can quickly view your current visits wit...
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Calendar Subscription

Overview The Calendar Subscription feature allows you to set up a one-way feed from your calendar in CRM to Microsoft...
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Feature Comparison: Events & Tasks

Overview Marketscape CRM is a powerful tool used to help managers and their marketing teams quantify and enhance thei...
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The ACE Process

Overview Marketscape CRM organizes content by using the following acronym: A.C.E. (Accounts, Contacts, Events). The A...
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Reasons to Associate Events to Accounts & Contacts

As has been discussed in other articles, Marketscape CRM uses the term "ACE" to describe the relationship between Acc...
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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 th...
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Creating Events on Web

The Basics: Creating an Event in Marketscape CRM for web there are four ways to create an event. From the Calendar ...
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Creating Events on Mobile

From the Account (Recommended) Creating an event from the Account will automatically associate the event with the acc...
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Editing an Event Series

Overview Over time, the details of a recurring event may change. Users may want to update the business purpose, time,...
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Clearing a User's Calendar

While individual events and series of events can be deleted manually, the calendar does not have a mass delete option...
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