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
- 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
Release Notes 29 Articles
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- Release Notes – June 17 2019
- 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
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
- 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
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
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
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
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
Call Center 14 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Adding Activities 0 Articles
- Get Next Call Tips & Tricks from Tech Support 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
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
- 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
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
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