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24 Articles

Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

  • Adding Activities 0 Articles
  • Get Next Call Tips & Tricks from Tech Support 0 Articles
  • Call Out Scripting 1 Article
    • Call Out Scripting
  • Do Not Call - DNC 1 Article
    • What is DNC ?
  • High-Level Call Center 1 Article
    • Multi Database Management
  • Inbound Calling 2 Articles
    • Call Out Scripting
    • Inbound Calls
  • Get Next Call 0 Articles
  • What is Call Center 4 Articles
    • Describe the Activity List
    • Get Next Call (Coming Soon)
    • Buckets (Coming Soon)
    • Scripting (Coming Soon)
  • Call Center Reporting 1 Article
    • Time Sheet

a.

    What is DNC ?

      Call Out Scripting

        Inbound Calling

          Multi Database Management

            Time Sheet

              Call Out Scripting

                Describe the Activity List

                  Get Next Call (Coming Soon)

                    Buckets (Coming Soon)

                      Scripting (Coming Soon)

                        Call Center v2

                          Inbound Calls

                            Calling Queue Data

                              Getting Started
                              New Users
                              10 Step Getting Started Guide
                              SharpStart One Hour "Go Live Guide"
                              Logging into MarketSharp
                              Navigation Bar
                              Logging Out of MarketSharp
                              Our Training Program
                              Creating a Desktop Shortcut
                              Downloading MarketSharp Mobile Apps
                              Downloading MarketSharp Mobile App on IPad
                              Adding Employees
                              Forgot Username or Password
                              MarketSharp & Your Computer
                              Supported Browsers
                              Updating Web Browsers
                              Supported Operating Systems
                              System & Internet Requirements Recommendations
                              Cookies
                              Supported Software - MS Office
                              Managing Your Employees
                              Enter an employee
                              Employee permissions
                              User Login Restrictions
                              Changing Employee Passwords
                              Multi Database Employee Sharing
                              Setting up the Admin Section
                              General Setup
                              How to Upload Your Company Logo
                              Editable Drop Down Lists
                              Custom Fields
                              MarketSharp & Do Not Call
                              Default Appointment Length Set Up
                              MarketSharp Workflow & Customization
                              My Account
                              What Is My Account?
                              Change My Password
                              Reset User Preferences
                              Time Sheet
                              Backups
                              MarketSharp Backup and Download
                              Contact Management
                              Data entry
                              Contact Record View
                              Create and Manage Contacts
                              How to Delete a Contact
                              How to Add a Prospect and Transfer to a Lead
                              How to Add a Lead
                              Adding/Editing Appointments
                              How to Add Job Site Address
                              Search and Tag
                              Tab View and Panel View
                              Do Not Call (DNC)
                              Changing/Editing Dropdowns
                              Lead Paint
                              Appointments & Your Sales Team
                              Adding an Appointment
                              Resulting an Appointment
                              Emailing Appointments to Salespeople
                              Sales Tab
                              MarketSharp Mobile
                              Calendar & Scheduler
                              Calendar Overview
                              Slot Scheduler
                              Calendar Colors
                              Enabling Google Calendar to Integrate with MarketSharp Calendar
                              Quick Lead Entry & Call Scripting
                              Call Out Scripting
                              Attachments
                              Available Attachment Space
                              Adding Attachments
                              Importing
                              Custom Lead Capture
                              Lead Capture Intergrations Available
                              Advanced Lead Capture Customization
                              Importing Contacts from Leads Express
                              Importing Contacts
                              Marketing
                              Emailing From MarketSharp
                              How to Email from Outlook
                              MarketSharp Email
                              Constant Contact
                              CAN-SPAM Rules
                              Activities & Activity Processes
                              How to Add an Activity
                              Adding Activity Processes
                              Automation Rules
                              Appointment Rules
                              Inquiry Rules
                              Activity Rules
                              Job and Service Rules
                              Direct Mail
                              MarketSharp Mail
                              How to Do a Radius Mailing
                              SmartMail Plus
                              Direct Mail Worksheets & Planners
                              Purchase Consumer Names
                              Nurture Marketing
                              Annual Marketing Worksheets & Planners
                              Lead Generation
                              Lead Generation Worksheets & Planners
                              Lead Recovery
                              Lead Recovery Worksheets & Planners
                              Lifetime Customers
                              Surveys
                              Lifetime Customer Worksheets
                              Filtering / Printing / Editing
                              Filters
                              How to Add/Edit a Filter
                              Search Columns
                              Filtering Operators
                              The Purpose of Filters
                              How to Make a Promptable Filter
                              How to Make a Filter for an Appt Result
                              Prospects Filtering Options
                              Leads Filtering Options
                              Customers Filtering Options
                              Views
                              Tab View and Panel View
                              Views on the Upper-Level Tabs
                              How to Create a View
                              Editing Print Files
                              Editing/Adding a Letter File
                              How to Add ‘Or Current Resident to a Postcard’
                              Editing a Check Mailer (Coming Soon)
                              Editing a Brochure Mailer (Coming Soon)
                              Editing an Envelope Mailer (Coming Soon)
                              Editing a Label (Coming Soon)
                              Editing a List (Coming Soon)
                              Editing Other Mailers (Coming Soon)
                              Multiple Page List & Label Files (Coming Soon)
                              Inserting Images in a Postcard (Coming Soon)
                              Printing Print Files
                              Quick Print
                              Print Wizard
                              The Upper-Level (Blue) Tabs
                              Activity List
                              Sales Tab
                              Service Tab
                              Contacts Tab
                              Calendar Tab
                              Production Tab
                              Slot Scheduler Tab
                              Reporting Tab
                              Exporting Your Data
                              Contacts Tab
                              Activity List Tab
                              Sales Tab
                              Production Tab
                              Service Tab
                              Reporting Tab
                              Data Backup Download
                              Search & Tag
                              Quick Find
                              Tagging on the List & Record View
                              Modules & Apps
                              Marketing Apps
                              MarketSharp Email
                              MarketSharp Mail
                              SmartMail Plus
                              Constant Contact
                              800 Response
                              LeadsExpress
                              Five9 Documentation
                              Sales, Events, & Canvassing Tools
                              Sales Rabbit
                              iCapture
                              Sales Appointment Routing
                              MarketSharp Mobile
                              RenoWorks
                              One Click Contractor
                              Online Reputation & Customer Feedback
                              Listen360
                              Listen 360 Reviews
                              GuildQuality Overview
                              How to Set up GuildQuality
                              Lead Provider Integration
                              Keyword Connects
                              QuinStreet
                              Modernize
                              HomeAdvisor
                              Metal Roofing Alliance
                              Socius Marketing
                              Surefire Social
                              My Home Renovator (Coming Soon)
                              HomePro Heroes
                              CraftJack
                              networx
                              Admin / Management Apps
                              PaySimple Integration
                              PaySimple Payment Manager
                              Unlink PaySimple Payments
                              API (Coming Soon)
                              Multi Database Management
                              QuickBooks
                              Quickbooks Online - Invoice
                              MarketSharp Texting
                              How to Send a Manual Text
                              Partners
                              MarketSharp Connect Integration for Renewal by Andersen
                              MarketSharp Express (Coming Soon)
                              After the Sale
                              Job Data Entry
                              Job Details
                              Job Products
                              Job Site Addresses
                              Splitting Saleperson Sales (Coming Soon)
                              Financial Data & Payments (Coming Soon)
                              QuickBooks (Coming Soon)
                              Production
                              Work Orders
                              Production Processes
                              Production Scheduling (Coming Soon)
                              Production Reports
                              Production Report
                              Production Status Report
                              Completion Certificates (Coming Soon)
                              Production Tab
                              Project Manager
                              Commission
                              How to enter commission
                              Commission Reports
                              Commission Payment Report
                              Commission Report
                              Costs
                              How to Enter Job Costs
                              Job Cost Report
                              Service
                              Service Orders
                              Service Scheduling
                              Service Tab
                              Service Report
                              Regulation Compliance
                              Lead Paint
                              Repeat & Referral
                              Statistics (Coming Soon)
                              1/10 People Buy Again (Coming Soon)
                              How to Get Repeats & Referrals (Coming Soon)
                              How to Enter Repeat Business
                              How to Enter Referrals (Coming Soon)
                              Surveys
                              Enter Survey Information
                              Demographics Report
                              Print a Survey
                              Email a Survey (Coming Soon)
                              Call Center
                              Call Center v2
                              Inbound Calling
                              Calling Queue Data
                              Do Not Call - DNC
                              Reporting
                              Know Your Numbers (KPI)
                              Know Your Numbers Worksheet
                              Totals & Grouping by Salesperson
                              Dashboards
                              Dashboard Cheat Sheet
                              How to turn on Dashboards
                              Print Assistant List Reports
                              Upper-Level (Blue) Tab Reports
                              Reporting Tab
                              DNC Audit Report
                              QuickBooks Log Report
                              Call Center Report
                              Detailed Marketing Report
                              Lead Cost Report
                              Job Cost Report
                              Production Report
                              Production Status Report
                              Balance Due Report
                              Commission Payment Report
                              Commission Report
                              Demographics Report
                              Detailed Sales Report
                              Installed Volume by Work Crew & Product Detail Report
                              Opportunity Report
                              Payment Report
                              Sales Performance Ratio Report
                              Sales Report
                              Sales Report by Financed
                              Sales Report by Job Status
                              Sales Report by Product
                              Sales Report by Product Detail
                              Sales Report by Project Manager
                              Sales Report by Salesperson
                              Sales Report by Salesperson & Product Detail
                              Sales Report by Work Crew
                              Service Report
                              The Detailed Reports – Build Your Own Report
                              Exporting & Formatting
                              Release Notes
                              View All Videos
                              Join Meeting
                              Resources
                              ThemeNcode PDF Viewer [Do not Delete]
                              ThemeNcode PDF Viewer SC [Do not Delete]

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