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Data entry

12 Articles

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 a Job Site Address

                Search and Tag

                  Tab View and Panel View

                    Do Not Call (DNC)

                      Changing/Editing Dropdowns

                        Lead Paint

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                          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
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                          Calendar Overview
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                          Importing Contacts
                          Marketing
                          Emailing From MarketSharp
                          MarketSharp Email
                          How to Email from Outlook
                          Constant Contact
                          CAN-SPAM Rules
                          Activities & Activity Processes
                          How to Add an Activity
                          How to Create and Edit an Activity Process
                          Adding Activity Processes
                          Automation Rules
                          Appointment Rules
                          Inquiry Rules
                          Activity Rules
                          Job and Service Rules
                          Direct Mail
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                          How to Do a Radius Mailing
                          SmartMail Plus
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                          Annual Marketing Worksheets & Planners
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                          Filtering / Printing / Editing
                          Filters
                          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 Filter for an Appt Result
                          How to Make a Promptable Filter
                          Views
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                          Views on the Upper-Level Tabs
                          Tab View and Panel View
                          Printing Print Files
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                          Print Wizard
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                          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)
                          The Upper-Level (Blue) Tabs
                          Contacts Tab
                          Activity List
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                          Production Tab
                          Service Tab
                          Reporting Tab
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                          Do Not Call - DNC
                          Modules & Apps
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                          Listen 360 Reviews
                          GuildQuality Overview
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                          Modernize
                          HomeAdvisor
                          Metal Roofing Alliance
                          Socius Marketing
                          Surefire Social
                          CraftJack
                          networx
                          Admin / Management Apps
                          PaySimple Integration
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                          Unlink PaySimple Payments
                          API (Coming Soon)
                          Multi Database Management
                          QuickBooks
                          Quickbooks Online - Invoice
                          Quickbooks Online Setup
                          MarketSharp Texting
                          How to Send a Manual Text
                          Exporting Your Data
                          Contacts Tab
                          Activity List Tab
                          Sales Tab
                          Production Tab
                          Service Tab
                          Reporting Tab
                          Data Backup Download
                          After the Sale
                          Job Data Entry
                          Job Details
                          Job Products
                          Costs
                          How to Enter Job Costs
                          Production
                          Work Orders
                          Adding Production Tasks & Processes
                          Production Report
                          Production Status Report
                          Production Tab
                          Project Manager
                          Job Site Addresses
                          Demographics Report
                          Commission
                          How to Enter Commission
                          Commission Payment Report
                          Commission Report
                          Financial Data & Payments
                          Service
                          Service Scheduling
                          Service Tab
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                          Regulation Compliance
                          Lead Paint
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                          Reporting
                          Reporting Tab
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                          Sales Performance Ratio Report
                          Payment Report
                          The Detailed Reports – Build Your Own Report
                          QuickBooks Log Report
                          DNC Audit Report
                          Call Center Report
                          Detailed Marketing Report
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                          Job Cost Report
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                          Production Status Report
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                          Installed Volume by Work Crew & Product Detail Report
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                          MarketSharp Connect Integration for Renewal by Andersen
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                          ThemeNcode PDF Viewer SC [Do not Delete]

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