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  • Getting Started 37 Articles

    Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

    • 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
    View all
  • Release Notes 43 Articles

    Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

    • Release Notes – Nov 5 2020
    • Release Notes – Oct 7 2020
    • 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
    View all
  • Contact Management 54 Articles

    Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

    • 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)
    • Quoting Tool 6 Articles
      • Setting Tax Rate for Quoting tool
      • Quote Templates
      • Creating/Editing Quotes
      • Product Pricing for Quoting
      • Moving Quotes to Sold Job
      • Generating Quote Print File
    • 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
    View all
  • 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
      • 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
    View all
  • 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
      • 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)
    View all
  • Modules & Apps 52 Articles

    Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

    • PaySimple 3 Articles
      • PaySimple Integration
      • PaySimple Payment Manager
      • Unlink PaySimple Payments
    • Marketing Apps 7 Articles
      • 800Response
      • LeadsExpress
      • SmartMail Plus
      • MarketSharp Email Set Up
      • Five9 Documentation
      • Constant Contact
      • MarketSharp Mail
    • 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!
    View all
  • 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
      • 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
    View all
  • 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
      • 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
    View all
  • 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
      • 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
    View all
  • 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
      • 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
    View all

Uncategorized

  • Quote Tool Demo
  • Adding Meta4 Clickonce Launcher Browser Extension
  • Call Center Setup – Quick Guide
  • How to Create and Edit an Activity Process
  • Logging into Marketsharp
  • Uninstall Print File Manager
  • Production Tab
  • Quick Lead Entry and Call In Scripting
  • Call Center – Manually adding activities with a filter
  • MarketSharp Workflow Worksheets & Planners
  • Production Tab
  • Marlimar
Getting Started
New Users
MarketSharp Workflow & Customization
10 Step Getting Started Guide
SharpStart One Hour "Go Live Guide"
Logging into MarketSharp
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
Supported Browsers
Updating Web Browsers
Supported Operating Systems
System & Internet Requirements Recommendations
Cookies
Supported Software - MS Office
Get New Outlook Add-in
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
Quoting Tool
Quote Tool Demo
Setting Tax Rate
Quote Templates
Product Pricing w/ Quotes
Creating/Editing Quotes
Generating Quote Print File
Moving Quotes to Sold Job
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
Adding Meta4 Clickonce Launcher Extension to Browser
Print File Manager Error
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 Setup - Quick Guide
Call Center v2
Inbound Calling
Calling Queue Data
Do Not Call - DNC
Modules & Apps
Marketing Apps
MarketSharp Email
MarketSharp Mail
SmartMail Plus
Constant Contact
Hatch
Totals & Grouping by Salesperson
Know Your Numbers Worksheet
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
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)
Partners
MarketSharp Connect Integration for Renewal by Andersen
Release Notes
View All Videos
Join Meeting
Resources
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