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  1. Edge
  2. Getting Started with Trella Health Edge
  3. Marketer Quick Start Guide

Marketer Quick Start Guide

Looking for a step-by-step guide through everything you'll need to get started? Want a training program you can follow at your own pace? Follow our Marketer Quick Start Guide and Marketer Next Steps tutorials to build a strong, foundational Edge experience.

  • Step 1: Trella Health Edge Fundamentals
  • Step 2: Functions and Terminology
  • Step 3: Build Your Book of Business from Market Insight
  • Step 4: Build "Accounts" by Associating Contacts & Facilities
  • Step 5: Schedule Activities From Your Book of Business
  • Step 6: Add Notes to Activities and Contacts
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