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Managing Your Employees

5 Articles

Enter An Employee

    Employee Permissions

      User Login Restrictions

        Changing Employee Passwords

          Multi-Database Employee Sharing

            Getting Started
            New Users
            MarketSharp Workflow & Customization
            10 Step Getting Started Guide
            SharpStart One Hour "Go Live Guide"
            Logging into MarketSharp
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            Creating a Desktop Shortcut
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            Downloading MarketSharp Mobile App on IPad
            Adding Employees
            Forgot Username or Password
            MarketSharp & Your Computer
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            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
            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
            Quick Lead Entry and Call In Scripting
            Attachments
            Available Attachment Space
            Adding Attachments
            Search & Tag
            Quick Find
            Tagging on the List & Record View
            Importing
            Custom Lead Capture
            Lead Capture Intergrations Available
            Advanced Lead Capture Customization
            Importing Contacts from Leads Express
            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
            Direct Mail Worksheets & Planners
            Purchase Consumer Names
            How to Do a Radius Mailing
            SmartMail Plus
            MarketSharp Mail
            Annual Marketing Worksheets & Planners
            Lead Generation Worksheets & Planners
            Lead Recovery Worksheets & Planners
            Lifetime Customer Worksheets
            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
            How to Create a View
            Views on the Upper-Level Tabs
            Tab View and Panel View
            Printing Print Files
            Quick Print
            Print Wizard
            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)
            The Upper-Level (Blue) Tabs
            Contacts Tab
            Activity List
            Slot Scheduler Tab
            Calendar Tab
            Sales Tab
            Production Tab
            Service Tab
            Reporting Tab
            Call Center
            Call Center Setup (Video)
            Call Center v2
            Inbound Calling
            Calling Queue Data
            Do Not Call - DNC
            Modules & Apps
            Marketing Apps
            MarketSharp Email
            MarketSharp Mail
            SmartMail Plus
            Constant Contact
            800 Response
            LeadsExpress
            Five9 Documentation
            Sales, Events, & Canvassing Tools
            Sales Rabbit
            HTML Lead Capture
            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
            Zapier
            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
            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
            Service Orders
            Service Report
            Regulation Compliance
            Lead Paint
            Surveys
            Enter Survey Information
            Print a Survey
            Reporting
            Reporting Tab
            Job Cost Report
            Sales Report by Work Crew
            Sales Report by Salesperson & Product Detail
            Sales Report by Financed
            Sales Report
            Sales Report by Job Status
            Sales Report by Product
            Sales Report by Product Detail
            Sales Report by Salesperson
            Sales Report by Project Manager
            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
            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
            Service Report
            Dashboards
            Dashboard Overview
            How to turn on Dashboards
            Know Your Numbers (KPI)
            Know Your Numbers Worksheet
            Totals & Grouping by Salesperson
            Partners
            MarketSharp Connect Integration for Renewal by Andersen
            Release Notes
            View All Videos
            Join Meeting
            Resources
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