System Administration
- Admin Tools Transition for CRM Account Admins - July 2024
- Understanding the PM ADMIN
- Resetting a User's Password
- Adding a New User
- Disabling a User
- Role Management
- Custom Objects
- Adding New Insurance Types
- Adding a New Non-Admit Reason
- Business Line Configuration
- Reassigning Inactive User Territories
- Sales Territory Configuration
- Automating Contact Ratings in Marketscape CRM
- Transfer Accounts/Contacts Without an Available License
- Time Out Settings for Marketscape CRM Web and Mobile