Welcome to MarketSpace!! Now that you have signed up for the system. There are a few quick steps to get you and/or your organization prepared for MarketSpace success by selling your lead referrals.
Note: If you have partner companies that you or your organization will be sending referrals via MarketSpace, then you will need to follow steps 1 & 2. If you do not have any exchange partners at this time then proceed to step 3.
For MarketSpace Lead Sellers
- Find my exchange partner code
- Setup exchange partners
- Add accounts
- Add contacts
- Create leads
- Adding users