Expenses

Getting Started with Expenses

Overview Expenses can be entered into Marketscape CRM to track them by user and account. This feature includes built-...
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Entering Expenses via the Overview Tab

From the Overview tab, scroll to the bottom of the screen, You will see your scheduled events. First, ensure that you...
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Creating an Expense

Expenses can be entered into Marketscape CRM to track expenditures either 1) by user or 2) by account. Creating an E...
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Approving and Deleting Expenses

Overview Account administrators and managers have the ability to approve (and delete) expenses for their teams. While...
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Stark II Compliance

Expenses in Marketscape CRM: The Marketscape CRM Expenses module allows reps to create expenses and ensure they are f...
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