Views
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Managing Views - How to Delete a View
OverviewIf you use Marketscape CRM extensively, it is likely that the Views on different pages could begin to pile up...See more -
Defining Views
Overview This article will provide an overview of what a "View" is, how views are used in Marketscape CRM, and break ...See more -
Administrators and Views
Overview The term "Views" in Marketscape CRM describes the data that is being shown when a user navigates to the Acco...See more -
Creating New Views
Overview The term "Views" in Marketscape CRM describes the page content that is shown when a user navigates to the Ac...See more -
Duplicating Views
Overview The term "Views" in Marketscape CRM describes the data that is being shown when a user clicks on the Account...See more -
Advanced Filter Criteria for Views
Overview The term "Views" in Marketscape describes the content being shown when a user navigates to the Accounts, Con...See more -
View Recipe: Insurance View
This recipe helps create a view that displays referrals with a specific insurance type. Note that changing the value...See more -
View Recipe: Research View
This recipe helps create a view that can be used to research a number of issues, from account assignments to referral...See more -
View Recipe: Common Sort Options
From time to time, a view has been created that is provides all the information needed but it's lacking the a particu...See more -
View Recipe: Census View
This recipe helps create a view that displays the current census. Note that adding the value Branch in Step 4 can cr...See more -
View Recipe: Unassigned or House View
This recipe helps create a view that displays accounts, contacts, and referrals that are unassigned or assigned to a ...See more -
Creating a View to show referrals for a single Sales Territory
Overview In Marketscape CRM, a "View" is a collection of filters and settings that defines which metrics are visible ...See more -
View Recipe: Account and Contact Ratings View
This recipe helps create a view that displays accounts or contacts with a specific pre-determined rating. Note that ...See more -
View Recipe: Account and Contact Locations View
This recipe helps create a view that displays accounts or contacts located in a specific city, state, or zip code. N...See more -
View Recipe: Referral Status View
This recipe helps create a view that displays referrals of a specific status. Note that changing the value in Step 4 ...See more -
View Recipe: Marketer or Liaison Specific View
This recipe helps create a view that displays accounts, contacts, or referrals for a specific marketer. Note that cha...See more -
View Recipe: State/County View
If your territory spans several states or counties there may be times when you want to focus on a select area. This a...See more
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