Getting Started 44 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Accessories 0 Articles
- New Users 11 Articles
- Navigation Bar
- Forgot Username or Password
- Adding Employees
- SharpStart One Hour “Go Live Guide”
- 10 Step Getting Started Guide
- Logging Out of MarketSharp
- Creating a Desktop Shortcut
- Our Training Program
- Downloading MarketSharp Mobile Apps
- Logging into MarketSharp
- Downloading MarketSharp Mobile App on IPad
- MarketSharp & Your Computer 8 Articles
- Managing Your Employees 5 Articles
- Setting up the Admin Section 9 Articles
- MarketSharp Workflow & Customization 0 Articles
- My Account Overview 4 Articles
- Backups 3 Articles
- Navigation Bar
- Changing Employee Passwords
- Forgot Username or Password
- Supported Software – MS Office
- How to Upload Your Company Logo
- Cookies
- Adding Employees
- SharpStart One Hour “Go Live Guide”
- 10 Step Getting Started Guide
- Logging Out of MarketSharp
- Creating a Desktop Shortcut
- Our Training Program
- Downloading MarketSharp Mobile Apps
- Logging into MarketSharp
- What version of MarketSharp do I have?
- Supported Operating Systems
- Downloading MarketSharp Mobile App on IPad
- Default Appointment Length Set Up
- MSOU – MarketSharp 101 – Introductory Orientation Webinar
- MS Minis – How to Result an Appointment
- MS Minis – Enter Employee Information
- MarketSharp M Mini Training – Configure General Set Up
- MS Minis – How to Create Custom Fields
- MarketSharp M Mini Training: How to Download a Backup
- MarketSharp Backups
Release Notes 28 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Release Notes – May 16 2019
- Release Notes – May 8 2019
- Release Notes – April 29 2019
- Release Notes – April 17 2019
- Release Notes – March 27 2019
- Release Notes – February 21 2019
- Release Notes – February 5 2019
- Release Notes – January 16-21 2019
- Release Notes – November 27 2018
- Release Notes – November 7 2018
- Release Notes – October 31 2018
- Release Notes – October 16 2018
- Release Notes 2.11.2 – September 25 2018
- Release Notes 2.11.1 – September 21 2018
- Release Notes 2.11 – September 18 2018
- Release Notes 2.10 – August 22 2018
- Release Notes 2.09 – July 17 2018
- Release Notes 2.08 – June 19 2018
- Release Notes 2.07 – May 22 2018
- Release Notes 2.06 April 24 2018
- Release Notes v2.05 – March 27 2018
- Release Notes 2.03.01 – February 28 2018
- Release Notes 2.02 – December 27 2017
- Release Notes 2.01 – June 29 2017
- Release Notes 2.0 – December 20th 2016
Contact Management 64 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Data entry 20 Articles
- Deleting A Contact
- Lead Capture Video
- Data Entry Process
- Add New Division from Contact Record View
- Contact Record View
- How to Enter a New Prospect, Create an Activity and Transfer to Leads
- How to Add a Prospect
- Sales Tab
- Tab View and Panel View
- Lead Paint
- How to Add Jobsite Addresses
- Jobsite Adresses
- DNC
- Do Not Call (DNC)
- Search and Tag
- Exporting Appointments to Salespeople
- Create and Manage Contacts
- Adding/Editing Appointments
- Changing/Editing Dropdowns
- Adding a Lead
- Appointments & Your Sales Team 9 Articles
- Calendar & Scheduler 4 Articles
- Proposals & Estimates 0 Articles
- Quick Lead Entry & Call Scripting 2 Articles
- Attachments 4 Articles
- Importing 7 Articles
- Uploading Attachments
- Adding Appointments
- Deleting A Contact
- Enabling Google Calendar to Integrate with MarketSharp Calendar
- MSOU – Data Entry Essentials: The Why’s, Who’s and How’s!
- MSOU – MarketSharp and Your Telephone: Efficiently Setting and Converting More Appointments
- MSOU – Your Sales Team and MarketSharp: 5 Ways to Close More Sales
- SharpSkill – Lead Capture
- MS Minis – Sales Appointment Routing
- MS Minis – How to Enter Customer Job Details
- MS Minis – How to Create a Production Process
- MS Minis – Working With The Service Module
- MS Minis – Understanding the Production Process
- MS Minis – Entering Product Details
- MS Minis – How to Enter and Result a Lead
- MS Minis – Create Custom Work Orders, Service Orders, and Proposal Templates
- MS Minis – Configuring Calendar Colors
- MS Minis – Contact Data Entry
- MS Minis – MarketSharp Mobile
- MS Minis – Web Lead Capture
- MS Minis – How to Create a Proposal
- MS Minis – How to add an image for file Attachment
- MS Minis – How to Enter A Jobsite Address
- Lead Capture Video
- Default Generic Script with QLE (Coming Soon)
- Data entry 20 Articles
Marketing 43 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Emailing From MarketSharp 8 Articles
- Activities & Activity Processes 3 Articles
- Automation Rules 4 Articles
- Direct Mail 5 Articles
- Nurture Marketing 1 Article
- Lead Generation 2 Articles
- Lead Recovery 1 Article
- Lifetime Customers 3 Articles
- Job and Service Rules
- CAN-SPAM Rules
- Purchasing Consumer Names
- MSOU – ‘Everything’ Email Marketing in MarketSharp: 3 Methods, 50+ Templates & Easy Auto-Send
- MSOU – Lead Generation and Lead Nurturing with MarketSharp…
- MSOU – Everything Email Marketing with MarketSharp
- MSOU – MarketSharp and Your Telephone: Efficiently Setting and Converting More Appointments
- MSOU – Your Sales Team and MarketSharp: 5 Ways to Close More Sales
- SharpSkill – MS Email Automation
- MS Minis – Connecting to Constant Contact for Email Marketing
- MS Minis – Smart Mail Plus Configuration
- MS Minis – Smart Mail Plus Overview
- MS Minis – How to Handle Repeat Business From Customers
- MS Minis – How to Enter an Activity
- MS Minis – How to Create an Activity Process
- MS Minis – How to Create, Send, and Log Emails
- MS Minis – How to Add an Activity to a Contact
- MS Minis – How to Create a Jobsite Radius Mailing
- MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- MS Minis – Configure and Edit Dropdown List
- Adding Activity Processes
- How to Add an Activity
- What is an Activity?
- Email Spam Words (Coming Soon)
- How to Use MarketSharp Email (Coming Soon)
Filtering / Printing / Editing 56 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Filters 9 Articles
- Views 5 Articles
- Editing Print Files 10 Articles
- Inserting Images in a Postcard (Coming Soon)
- Multiple Page List & Label Files (Coming Soon)
- Editing Other Mailers (Coming Soon)
- Editing a List (Coming Soon)
- Editing a Label (Coming Soon)
- Editing an Envelope Mailer (Coming Soon)
- Editing a Brochure Mailer (Coming Soon)
- Editing a Check Mailer (Coming Soon)
- How to Add ‘Or Current Resident to a Postcard’
- Editing/Adding a Letter File
- Printing Print Files 7 Articles
- The Upper-Level (Blue) Tabs 8 Articles
- Exporting Your Data 8 Articles
- Search & Tag 2 Articles
- How to Create a View
- MSOU – Query Power: Filtering and Searching In MarketSharp
- MSOU – All About Printing with MarketSharp: Mastering the Document Editors
- SharpSkill – List and Label
- MS Minis – Use the GuildQuality Import Export Function
- MS Minis – How to Create a View
- MS Minis – How to Configure the Quick Print
- MS Minis – Editing a Letter File
- MS Minis – Creating a Filter
- Tagging on the List & Record View
- Sorting in Excel (Coming Soon)
- Reporting Tab
- Inserting Images in a Postcard (Coming Soon)
- Contacts View
- Customers Filtering Options
- Leads Filtering Options Available
- Exporting an Email List
- Prospects Filter Options Available
- Production Overview
- How to Make a Filter for an Appt Result
- How to Make a Promptable Filter
- Quick Find
- Multiple Page List & Label Files (Coming Soon)
- Add, Edit, Delete Views
- Slot Scheduler Tab
Modules & Apps 55 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Marketing Apps 8 Articles
- PaySimple 3 Articles
- Sales, Events, & Canvassing Tools 6 Articles
- Online Reputation & Customer Feedback 5 Articles
- Lead Provider Integration 12 Articles
- Admin / Management Apps 8 Articles
- Partners 3 Articles
- PaySimple Integration
- MarketSharp Texting
- QuickBooks Online – Invoice
- How to Send a Manual Text
- MSOU – Hidden Gems
- MSOU – Automating Customer Feedback with MarketSharp
- MSOU – MarketSharp Integration: There’s an APP for that!
- MSOU – ‘Everything’ Email Marketing in MarketSharp: 3 Methods, 50+ Templates & Easy Auto-Send
- MSOU – Get Connected – Syncing MarketSharp M With Your Internet Strategies
- SharpSkill – MS Email Automation
- MS Minis – Web Lead Capture
- MS Minis – Smart Mail Plus Configuration
- MS Minis – Smart Mail Plus Overview
- MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- MS Minis – MarketSharp Mobile
- networx
- Five9 Documentation
- LeadsExpress (Coming Soon)
- Marlimar (Coming Soon)
- How to Set up GuildQuality
- GuildQuality Overview
- QuickBooks
- Multi Database Management
- CraftJack
- HomePro Heroes
After the Sale 43 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Job Data Entry 6 Articles
- Production 9 Articles
- Commission 4 Articles
- Costs 3 Articles
- Service 6 Articles
- Regulation Compliance 2 Articles
- Repeat & Referral 5 Articles
- Surveys 4 Articles
- Service Orders
- Service Scheduling
- MSOU – After the Sale: Efficiently Managing Production, Service and Client Relations with MarketSharp!
- MS Minis – How To Create a Work Order
- MS Minis – How To Create a Service Order
- MS Minis – How to Handle Repeat Business From Customers
- MS Minis – Lead Paint Compliancy
- MS Minis – Create Custom Work Orders, Service Orders, and Proposal Templates
- Project Manager
- Production Overview
- Lead Paint
- Service Report
- Job Cost Report
- Commission Report
- Commission Payment Report
- Production Status Report
- Production Report
- How to Enter Referrals (Coming Soon)
- How to Enter Repeat Buisness
- Email a Survey (Coming Soon)
- Print a Survey
- Demographics Report
- Enter Survey Information
- How to Get Repeat & Referrals (Coming Soon)
- Service Tab (Coming Soon)
Call Center 14 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Get Next Call Tips & Tricks from Tech Support 0 Articles
- Adding Activities 0 Articles
- Call Out Scripting 0 Articles
- Do Not Call - DNC 2 Articles
- High-Level Call Center 1 Article
- Inbound Calling 1 Article
- Get Next Call 0 Articles
- What is Call Center 4 Articles
- Call Center Reporting 1 Article
- Calling Queue Data
- Inbound Calls
- Call Center v2
- Scripting (Coming Soon)
- Buckets (Coming Soon)
- Get Next Call (Coming Soon)
- Describe the Activity List
- Time Sheet
- Multi Database Management
- Inbound Calling
- Call Out Scripting
- What is DNC ?
- a.
- Do Not Call (DNC)
Reporting 42 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Know Your Numbers (KPI) 2 Articles
- Exporting & Formatting 0 Articles
- Upper-Level (Blue) Tab Reports 0 Articles
- Print Assistant List Reports 0 Articles
- Reporting Tab 28 Articles
- Conversion Ratio or Total Numbers
- Service Report
- Sales Report by Work Crew
- Sales Report by Salesperson & Product Detail
- Sales Report by Salesperson
- Sales Report by Project Manager
- Sales Report by Product Detail
- Sales Report by Product
- Sales Report by Job Status
- Sales Report by Financed
- Sales Report
- Sales Performance Ratio Report
- Payment Report
- Opportunity Report
- Installed Volume by Work Crew & Product Detail Report
- Detailed Sales Report
- Demographics Report
- Commission Report
- Commission Payment Report
- Balance Due Report
- Production Status Report
- Production Report
- Job Cost Report
- Lead Cost Report
- Detailed Marketing Report
- The Detailed Reports - BYOR 0 Articles
- Dashboards 5 Articles
- How to Turn on Dashboards
- Totals & Grouping by Salesperson
- Conversion Ratio or Total Numbers
- MSOU – Knowing Your Numbers: Reporting With MarketSharp!
- SharpSkill – Lead Cost Report
- MS Minis – How to Build Your Own Report
- MS Minis – QuickBooks Web Connector
- Dashboard Cheat Sheet
- Service Report
- Sales Report by Work Crew
- Sales Report by Salesperson & Product Detail
- Sales Report by Salesperson
- Sales Report by Project Manager
- Sales Report by Product Detail
- Sales Report by Product
- Sales Report by Job Status
- Sales Report by Financed
- Sales Report
- Sales Performance Ratio Report
- Payment Report
- Opportunity Report
- Installed Volume by Work Crew & Product Detail Report
- Detailed Sales Report
- Demographics Report
- Commission Report
Resources 9 Articles
Take advantage of FREE Stuff!Within the Resource page you’ll find proven elements like marketing techniques, sales tools, and planning forms to maximize your results with MarketSharp. Start using the following items to enhance your MarketSharp experience.Feel free to browse, download and share any of the resources. To dig in, click on any of the links below!
- Generating More Leads! 1 Article
- Direct Mail Success 2 Articles
- Homeowner’s Guide
- Direct Mail Success
- Business Building Tools
- Annual Marketing Planners
- Generating More Leads!
- MarketSharp Usage Guides
What can we help you find?
MarketSharp
Feature Request
Your feedback drives future development of new features in MarketSharp!
Quick Links
Sign Up
Sign up to receive new blog posts and webinar announcements by email: