Getting Started 36 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- New Users 10 Articles
- MarketSharp & Your Computer 6 Articles
- Managing Your Employees 5 Articles
- Setting up the Admin Section 6 Articles
- MarketSharp Workflow & Customization 0 Articles
- My Account Overview 4 Articles
- Backups 1 Article
- 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
Release Notes 35 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Release Notes – Jan 23 2020
- Release Notes – Dec 11 2019
- Release Notes – Nov 14 2019
- Release Notes – Nov 7 2019
- Release Notes – August 28 2019
- Release Notes – August 7 2019
- Release Notes – June 17 2019
- Release Notes – May 16 2019
- Release Notes – May 8 2019
- Release Notes – April 29 2019
Contact Management 48 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Data entry 12 Articles
- Appointments & Your Sales Team 5 Articles
- Calendar & Scheduler 5 Articles
- Proposals & Estimates 0 Articles
- Quick Lead Entry & Call Scripting 1 Article
- Attachments 2 Articles
- Importing 5 Articles
- 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
Marketing 35 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Emailing From MarketSharp 4 Articles
- Activities & Activity Processes 2 Articles
- Automation Rules 4 Articles
- Direct Mail 5 Articles
- Nurture Marketing 1 Article
- Lead Generation 1 Article
- Lead Recovery 1 Article
- Lifetime Customers 2 Articles
- 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
Filtering / Printing / Editing 48 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Filters 9 Articles
- Views 3 Articles
- 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
- The Upper-Level (Blue) Tabs 8 Articles
- Exporting Your Data 7 Articles
- Search & Tag 2 Articles
- 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)
Modules & Apps 50 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Marketing Apps 7 Articles
- PaySimple 3 Articles
- Sales, Events, & Canvassing Tools 6 Articles
- Online Reputation & Customer Feedback 4 Articles
- Lead Provider Integration 9 Articles
- Admin / Management Apps 8 Articles
- Partners 2 Articles
- 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!
After the Sale 40 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Job Data Entry 4 Articles
- Production 8 Articles
- Commission 4 Articles
- Costs 3 Articles
- Service 6 Articles
- Regulation Compliance 2 Articles
- Repeat & Referral 5 Articles
- Surveys 4 Articles
- 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
Call Center 12 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 1 Article
- High-Level Call Center 0 Articles
- Inbound Calling 1 Article
- Get Next Call 0 Articles
- What is Call Center 4 Articles
- 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
Reporting 43 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 2 Articles
- Print Assistant List Reports 0 Articles
- Reporting Tab 28 Articles
- The Detailed Reports - BYOR 0 Articles
- Dashboards 5 Articles
- 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
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
- MarketSharp Usage Guides
- Generating More Leads!
- Annual Marketing Planners
- Business Building Tools
- Direct Mail Success
- Homeowner’s Guide
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