Sales Rep's Quick Start Guide
Looking for a step-by-step guide through everything you'll need to get started? Want a training program you can follow at your own pace? Follow our Marketer Quick Start Guide and Marketer Next Steps tutorials to build a strong, foundational Marketscape CRM experience.
- Sales Rep Quick Start - Overview
- Step 1 - Logging in to Marketscape CRM
- Step 2 - Check Your Accounts
- Step 3 - Add Key Contacts
- Step 4 - Build your Calendar of Events
- Step 5 - Viewing Referrals
- Step 6 - Track your Activity
- Step 7 - Review your Performance
- Planning the Perfect Week!
- Interim Content
- Creating New Contacts