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Contact Management

Contact Management

72 Articles

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

Data entry 12 Articles
Appointments & Your Sales Team 5 Articles
Calendar & Scheduler 4 Articles
Proposals & Estimates 0 Articles
Quick Lead Entry & Call Scripting 1 Article
- Call Out Scripting
Attachments 2 Articles
- Available Attachment Space
- Uploading Attachments
Importing 5 Articles

Create and Manage Contacts

How to Add a Job Site Address

Available Attachment Space

Adding Appointments

Emailing Appointments to Salespeople

Resulting Appointments

Sales Tab

How to Add a Lead

Adding/Editing Appointments

Do Not Call (DNC)

How to Add a Prospect and Transfer to a Lead

Contact Record View

Search and Tag

Custom Lead Capture

Importing Contacts from LeadsExpress

Importing Contacts

Lead Capture Integrations Available

MarketSharp Mobile

Changing/Editing Dropdowns

Lead Paint

Tab View and Panel View

Call Out Scripting

How to Delete a Contact

MS Minis – How to Enter A Jobsite Address

MS Minis – How to add an image for file Attachment

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Getting Started

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

What Is My Account?
Change My Password
Reset User Preferences
Time Sheet

MarketSharp Backup and Download

Contact Management

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

Custom Lead Capture
Lead Capture Intergrations Available
Advanced Lead Capture Customization
Importing Contacts from Leads Express
Importing Contacts

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

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

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

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)

Work Orders

Production Processes

Production Scheduling (Coming Soon)

Production Reports

Production Report
Production Status Report

Completion Certificates (Coming Soon)

Production Tab

Project Manager

How to enter commission

Commission Reports

Commission Payment Report
Commission Report

How to Enter Job Costs
Job Cost Report

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)

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

Know Your Numbers (KPI)

Know Your Numbers Worksheet
Totals & Grouping by Salesperson

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

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