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Contact Management

Contact Management

48 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 5 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

MS Minis – How to Enter A Jobsite Address

MS Minis – How to add an image for file Attachment

MS Minis – How to Create a Proposal

MS Minis – Web Lead Capture

MS Minis – MarketSharp Mobile

MS Minis – Contact Data Entry

MS Minis – Configuring Calendar Colors

MS Minis – Create Custom Work Orders, Service Orders, and Proposal Templates

MS Minis – How to Enter and Result a Lead

MS Minis – Entering Product Details

MS Minis – Understanding the Production Process

MS Minis – Working With The Service Module

MS Minis – How to Create a Production Process

MS Minis – How to Enter Customer Job Details

MS Minis – Sales Appointment Routing

SharpSkill – Lead Capture

MSOU – Your Sales Team and MarketSharp: 5 Ways to Close More Sales

MSOU – Data Entry Essentials: The Why’s, Who’s and How’s!

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
Quick Lead Entry and Call In 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

MarketSharp Email
How to Email from Outlook
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
SmartMail Plus
How to Do a Radius Mailing
Purchase Consumer Names
Direct Mail Worksheets & Planners

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

The Purpose of Filters
How to Add/Edit a Filter
Prospects Filtering Options
Leads Filtering Options
Customers Filtering Options
Search Columns
Filtering Operators
How to Make a Promptable Filter
How to Make a Filter for an Appt Result

How to Create a View
Views on the Upper-Level Tabs
Tab View and Panel 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

Contacts Tab
Activity List
Slot Scheduler Tab
Calendar Tab
Sales Tab
Production Tab
Service 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
CraftJack
networx

Admin / Management Apps

PaySimple Integration
PaySimple Payment Manager
Unlink PaySimple Payments
API (Coming Soon)
Multi Database Management
QuickBooks
Quickbooks Online - Invoice
Quickbooks Online Setup
MarketSharp Texting
How to Send a Manual Text

MarketSharp Connect Integration for Renewal by Andersen

After the Sale

Job Data Entry

Job Details
Job Products
Job Site Addresses
Financial Data & Payments

Work Orders
Adding Production Tasks & Processes
Production Report
Production Status Report
Production Tab
Project Manager

How to Enter Commission
Commission Payment Report
Commission Report

How to Enter Job Costs
Job Cost Report

Service Scheduling
Service Tab
Service Orders
Service Report

Regulation Compliance

Lead Paint

Enter Survey Information
Demographics Report
Print a Survey

Call Center

Call Center Setup (Video)
Call Center v2
Inbound Calling
Calling Queue Data
Do Not Call - DNC

Exporting & Formatting

Service Report

The Detailed Reports – Build Your Own Report

Know Your Numbers (KPI)

Know Your Numbers Worksheet
Totals & Grouping by Salesperson

Dashboard Overview
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

Release Notes

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Fax: (608) 779-5045
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