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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

                          Getting Started
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                          Supported Software - MS Office
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                          Enter an employee
                          Employee permissions
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                          Changing Employee Passwords
                          Multi Database Employee Sharing
                          Setting up the Admin Section
                          General Setup
                          How to Upload Your Company Logo
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                          Time Sheet
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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
                          Slot Scheduler
                          Calendar Colors
                          Enabling Google Calendar to Integrate with MarketSharp Calendar
                          Quick Lead Entry & Call Scripting
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                          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
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                          800 Response
                          LeadsExpress
                          Five9 Documentation
                          Sales, Events, & Canvassing Tools
                          Sales Rabbit
                          iCapture
                          Sales Appointment Routing
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                          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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