CSM Account
- Total activity 179
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 91
Activity overview
Latest activity by CSM Account-
CSM Account created an article,
Installing the Trella Health Edge Mobile App (Android)
Downloading and Installing Trella Health Edge Mobile App for Android from the Google Play Store: From the Home screen, tap the Play Store app. Tap on the Google Play text box to search for the a...
-
CSM Account created an article,
Installing the Trella Health Edge Mobile App (iOS)
Downloading and Installing Trella Health Edge Mobile App for iOS Phone from App Store: From the Home screen, tap App Store. If prompted, tap Use Existing Apple ID. Enter the Apple ID and password ...
-
CSM Account created an article,
Step 6: Add Notes to Activities and Contacts
Now that you've learned how to create activities, be sure to document the purpose and outcome of your visits and phone calls! In this video we will learn how to: Add a note to an activity Add a ...
-
CSM Account created an article,
What Version of the Trella Health Edge App do I have? (iOS)
Trella Health's mobile application works best when it is up to date. When reaching out to the Trella Health Support team, they will likely ask which version of the app is installed to make sure tha...
-
CSM Account created an article,
Bulk Assigning Referral Sources from Market Insight
Managers have the ability to bulk assign targeted providers found in Market Insights to specific direct reports. Filter the data table in Market Insights to your specific requirements, in this exam...
-
CSM Account created an article,
Prospecting with Market Insights
Prospecting with Market Insights, One Seamless Work-flow Market Insights is specific to data set(s) purchased by your organization and integrated into the application. Market data shows you the pro...
-
CSM Account created an article,
Step 5: Schedule Activities From Your Book of Business
Whether you are maintaining relationships or building new relationships with high volume prospects, planning out your week is foundational for success. There are two kinds of Activities: To Dos an...
-
CSM Account created an article,
What Version of the Trella Health Edge App do I have? (Android)
Trella Health's mobile application works best when it is up to date. When reaching out to the Trella Health Support team, they will likely ask which version of the app is installed to make sure tha...
-
CSM Account created an article,
Integration: Intake Best Practice
There's an age-old saying, garbage in, garbage out...When it comes to integrating software, this saying could not be truer. How do you get everyone on your in-take team on the same page? Give th...
-
CSM Account created an article,
Introducing: Event and Order Dashboards
This course reviews how best to use Edge to manage the Sales team, their processes, and how to effectively utilize the Team, BoB, Calendar, and Accounts views. It gives an overview of Dashboards an...