The #1 Most Voted Idea in the Idea Center!

Your new and improved Marketscape CRM calendar will make planning simpler, and easier for reps – cutting down on administrative tasks and manual entry so you can invest more time building relationships and hitting your number!

Watch the on-demand recording that showcases the new features being released to support this functionality + a LIVE demonstration of the new calendar workflow for smarter scheduling.

Hear from Trella Health Product Manager & CRM expert, Alex Chesnutt, and Solution Engineer, Sam Gold, as we prepare for this exciting release!

VIEWERS WILL SEE:

• Book of Business List: With a side-by-side view of your calendar and Account/Contact list by rating, you can now quickly and strategically plan and prioritize your calendar.
• Drag n' Drop: Cut your steps in half with the new drag and drop functionality. Easily move events from one day to another directly from the calendar or drag and drop directly from your book of business list to create a new event.
• Intuitive Event Form: Benefit from auto-populated fields to minimize errors and maintain precise event details, fostering a more professional and reliable image.
• Event Note Templates: Accounts admins can now create standardized templates for the most routine events to help increase onboarding ramp time and adoption, while minimizing manual documentation in the field for reps.
• Event Searching & Filtering: Quickly locate upcoming or past events with event search.