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• New Users 10 Articles
  • 10 Step Getting Started Guide
  • SharpStart One Hour “Go Live Guide”
  • 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 7 Articles
  • Updating Web Browsers
  • Supported Software – MS Office
  • Cookies
  • System & Internet Requirements Recommendations
  • Supported Operating Systems
  • Supported Browsers
  • Getting the latest MarketSharp Outlook Addin
• Managing Your Employees 5 Articles
  • Enter An Employee
  • Employee Permissions
  • User Login Restrictions
  • Changing Employee Passwords
  • Multi-Database Employee Sharing
• Setting up the Admin Section 6 Articles
  • 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 0 Articles
• My Account Overview 4 Articles
  • What Is My Account?
  • Change My Password
  • Reset User Preferences
  • Time Sheet
• Backups 1 Article
  • MarketSharp Backups

• MS Minis – How to Create Custom Fields
• MS Minis – Enter Employee Information
• MS Minis – How to Result an Appointment
• MSOU – MarketSharp 101 – Introductory Orientation Webinar

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• Release Notes – July 7 2020
• Release Notes – June 19 2020
• Release Notes – June 15 2020
• Release Notes – Apr 27 2020
• Release Notes – Apr 9 2020
• Release Notes – Mar 18 2020
• Release Notes – Jan 23 2020
• Release Notes – Dec 11 2019
• Release Notes – Nov 14 2019
• Release Notes – Nov 7 2019

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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)
• Appointments & Your Sales Team 5 Articles
  • Adding Appointments
  • Resulting Appointments
  • Emailing Appointments to Salespeople
  • Sales Tab
  • MarketSharp Mobile
• Calendar & Scheduler 5 Articles
  • Calendar Overview
  • Calendar Colors
  • Slot Scheduler
  • Slot Scheduler
  • Enabling Google Calendar to Integrate with MarketSharp Calendar
• 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
  • Custom Lead Capture
  • Lead Capture Integrations Available
  • Advanced Lead Capture Customization
  • Importing Contacts from LeadsExpress
  • Importing Contacts

• 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

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• Emailing From MarketSharp 4 Articles
  • MarketSharp Email
  • How to Email from Outlook
  • Constant Contact
  • CAN-SPAM Rules
• Activities & Activity Processes 2 Articles
  • How to Add an Activity
  • Adding Activity Processes
• Automation Rules 4 Articles
  • Appointment Rules
  • Inquiry Rules
  • Activity Rules
  • Job and Service Rules
• Direct Mail 5 Articles
  • MarketSharp Mail
  • SmartMail Plus
  • How to do a Radius Mailing
  • Purchasing Consumer Names
  • Direct Mail Worksheets & Planners
• Nurture Marketing 1 Article
  • Annual Marketing Worksheets & Planners
• Lead Generation 1 Article
  • Lead Generation Worksheets & Planners
• Lead Recovery 1 Article
  • Lead Recovery Worksheets & Planners
• Lifetime Customers 2 Articles
  • Surveys
  • Lifetime Customer Worksheets & Planners

• MS Minis – Configure and Edit Dropdown List
• MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
• MS Minis – How to Create a Jobsite Radius Mailing
• MS Minis – How to Add an Activity to a Contact
• MS Minis – How to Create, Send, and Log Emails
• MS Minis – How to Create an Activity Process
• MS Minis – How to Enter an Activity
• MS Minis – How to Handle Repeat Business From Customers
• MS Minis – Smart Mail Plus Overview
• MS Minis – Smart Mail Plus Configuration

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• Filters 9 Articles
  • The Purpose of Filters
  • How to Add or Edit a Filter
  • Prospects Filter Options Available
  • Leads Filtering Options Available
  • Customers Filtering Options
  • Search Columns
  • Filtering Operators
  • How to Make a Promptable Filter
  • How to Make a Filter for an Appt Result
• Views 3 Articles
  • How to Create a View
  • Views on the Upper-Level Tabs
  • Tab View and Panel View
• Editing Print Files 10 Articles
  • How to Add ‘Or Current Resident to a Postcard’
  • Editing/Adding a Letter File
  • 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 2 Articles
  • Quick Print
  • Print Wizard
• The Upper-Level (Blue) Tabs 8 Articles
  • Contacts Tab
  • Activity List Tab
  • Slot Scheduler Tab
  • Calendar Tab
  • Sales Tab
  • Production Overview
  • Service Tab
  • Reporting Tab
• Exporting Your Data 7 Articles
  • Contacts Tab
  • Activity List Tab
  • Sales Tab
  • Production Tab
  • Service Tab
  • Reporting Tab
  • Data Backup Download
• Search & Tag 2 Articles
  • Quick Find
  • Tagging on the List & Record View

• How to Add ‘Or Current Resident to a Postcard’
• Production Overview
• Editing/Adding a Letter File
• 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)

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• Marketing Apps 7 Articles
  • 800Response
  • LeadsExpress
  • SmartMail Plus
  • MarketSharp Email Set Up
  • Five9 Documentation
  • Constant Contact
  • MarketSharp Mail
• PaySimple 3 Articles
  • PaySimple Integration
  • PaySimple Payment Manager
  • Unlink PaySimple Payments
• Sales, Events, & Canvassing Tools 6 Articles
  • One Click Contractor
  • Renoworks
  • Sales Rabbit
  • HTML Lead Capture for Events
  • Sales Appointment Routing
  • MarketSharp Mobile
• Online Reputation & Customer Feedback 4 Articles
  • How to Set up GuildQuality
  • Listen360
  • Listen360 Reviews
  • GuildQuality Overview
• Lead Provider Integration 10 Articles
  • QuinStreet
  • CraftJack
  • HomeAdvisor
  • Keyword Connects
  • Metal Roofing Alliance
  • Socius Marketing
  • Surefire Local
  • Modernize
  • Networx
  • Zapier and MarketSharp
• Admin / Management Apps 8 Articles
  • API (Coming Soon)
  • Multi Database Management
  • Multi Database Management
  • QuickBooks
  • MarketSharp Texting
  • How to Send a Manual Text
  • QuickBooks Online – Invoice
  • Quickbooks Online Setup
• Partners 2 Articles
  • MarketSharp Connect (Coming Soon)
  • MarketSharp Connect Integration for Renewal by Andersen

• MarketSharp Connect (Coming Soon)
• MS Minis – MarketSharp Mobile
• MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
• MS Minis – Smart Mail Plus Overview
• MS Minis – Smart Mail Plus Configuration
• MS Minis – Web Lead Capture
• SharpSkill – MS Email Automation
• MSOU – Get Connected – Syncing MarketSharp M With Your Internet Strategies
• MSOU – ‘Everything’ Email Marketing in MarketSharp: 3 Methods, 50+ Templates & Easy Auto-Send
• MSOU – MarketSharp Integration: There’s an APP for that!

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• Job Data Entry 4 Articles
  • Job Details
  • Job Products
  • Job Site Addresses
  • Financial Data & Payments
• Production 8 Articles
  • Work Orders
  • Adding Production Tasks/Processes
  • Production Reports
  • Completion Certificates (Coming Soon)
  • Production Overview
  • Production Report
  • Production Status Report
  • Project Manager
• Commission 4 Articles
  • How to Enter Commission
  • Commission Reports
  • Commission Payment Report
  • Commission Report
• Costs 3 Articles
  • How to Enter Job Costs
  • Job Cost Report
  • Job Cost Report
• Service 6 Articles
  • Service Orders
  • Service Scheduling
  • Service Tab
  • Service Report
  • Service Report
  • MS Minis – How To Create a Service Order
• Regulation Compliance 2 Articles
  • Lead Paint
  • MS Minis – Lead Paint Compliancy
• Repeat & Referral 5 Articles
  • Statistics (Coming Soon)
  • How to Get Repeat & Referrals (Coming Soon)
  • How to Enter Referrals (Coming Soon)
  • How to Enter Repeat Buisness
  • 1/10 People Buy Again (Coming Soon)
• Surveys 4 Articles
  • Enter Survey Information
  • Print a Survey
  • Email a Survey (Coming Soon)
  • Demographics Report

• Work Orders
• Adding Production Tasks/Processes
• How to Enter Job Costs
• Service Tab
• Statistics (Coming Soon)
• How to Get Repeat & Referrals (Coming Soon)
• How to Enter Referrals (Coming Soon)
• Email a Survey (Coming Soon)
• Production Overview
• Production Report

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• Adding Activities 0 Articles
• Get Next Call Tips & Tricks from Tech Support 0 Articles
• Call Out Scripting 0 Articles
• Do Not Call - DNC 1 Article
  • What is DNC ?
• High-Level Call Center 0 Articles
• Inbound Calling 1 Article
  • Inbound Calls
• Get Next Call 0 Articles
• What is Call Center 4 Articles
  • Describe the Activity List
  • Get Next Call (Coming Soon)
  • Buckets (Coming Soon)
  • Scripting (Coming Soon)
• Call Center Reporting 0 Articles

• a.
• What is DNC ?
• Call Out Scripting
• Inbound Calling
• Describe the Activity List
• Get Next Call (Coming Soon)
• Buckets (Coming Soon)
• Scripting (Coming Soon)
• Call Center v2
• Inbound Calls

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• Know Your Numbers (KPI) 2 Articles
  • Know Your Numbers (KPI) Worksheets & Planners
  • Totals & Grouping by Salesperson
• Exporting & Formatting 0 Articles
• Upper-Level (Blue) Tab Reports 2 Articles
  • Reporting Tab
  • Production Tab
• Print Assistant List Reports 0 Articles
• Reporting Tab 28 Articles
  • 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
• The Detailed Reports - BYOR 0 Articles
• Dashboards 5 Articles
  • Dashboard Overview
  • SharpSkill – Detailed Report
  • SharpSkill – Lead Cost Report
  • MSOU – Knowing Your Numbers: Reporting With MarketSharp!
  • How to Turn on Dashboards

• Print Assistant List Reports
• Upper-Level (Blue) Tab Reports
• The Detailed Reports – Build Your Own Report
• Exporting & Formatting
• Know Your Numbers (KPI) Worksheets & Planners
• DNC Audit Report
• QuickBooks Log Report
• Call Center Report
• Detailed Marketing Report
• Lead Cost Report

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• Generating More Leads! 1 Article
  • Marketing Insight: Get More Referrals!
• Direct Mail Success 2 Articles
  • Marketing Insight: REVIVE Unsold Leads to MAXimize Profits!
  • Jobsite Marketing: Let’s Get Another Job For Every Job Sold!

• MarketSharp Usage Guides
• Generating More Leads!
• Annual Marketing Planners
• Business Building Tools
• Direct Mail Success
• Homeowner’s Guide

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