- You will need to have system admin permissions to get things set up.
- Start by clicking your admin link at the top right corner of MarketSharp.


4. You will need to select how you want the lead sources to be listed on the inquiry that will be attached to the lead when it is pushed into your database.(most common use would be to set the lead source primary to “HomeAdvisor” but some companies will list the primary lead source as “Internet” with the secondary lead source set to “HomeAdvisor”)

5. MarketSharp allows you to attach an activity process to follow up with your HomeAdvisor leads when they get entered into your database. (For information on how to set up activity processes click here) Once you have an activity process built for your HomeAdvisor leads select it in the “attach the following Activity Process to lead” drop down menu.

6. HomeAdvisor will send you an email when they have new leads for you and MarketSharp will also allow you to get an email notification that the leads have made it into your database. Select the names of the users you wish to get the email notification the leads have been entered into MarketSharp.

7. Click save at the bottom of the screen to apply the selections made.
NOTE: Once you click save, you must re-enter the Home Advisor Maintenance screen and retrieve the SOURCE ID at the bottom. You will need to contact Home Advisor to provide them with this SOURCE ID as well as a COY ID. The COY ID will be your Company ID number with Marketsharp.