Contacts

Scanning a Business Card to add a Contact

Overview Adding a new contact to your Contacts list in Marketscape CRM is easy enough, but if you get a contact's bus...
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What is a Contact?

Overview Trella Health defines a contact as the individuals who are found at the account, and are the people who mark...
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Associating Contacts to Accounts

Overview All contacts in Marketscape CRM should be associated with an account. In the All Contacts or My Contacts vie...
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Reviewing call notes via Contacts

Accounts vs. Contacts: Getting the complete picture Accounts act as a central hub for information, to make the most...
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Copying Account Details to a Contact

Overview When adding a new contact on Marketscape CRM on the web, details from the account can easily be copied over ...
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Contact Details

Trella Health defines "contacts" as the individuals that are found at an account, and are the people that marketers/l...
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Creating a Contact

In Marketscape CRM, there are three ways to add a new contact: From the Account Since all contacts should be associat...
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Finding Referral Sources: Contacts

The Referral Source Database offers an easy way to find new referral sources and import them into your book of bu...
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