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  1. MarketSharp
  2. Contact Management

Contact Management

Appointments

  • Confirm Appointment Page Configuration
  • Contacts Tab
  • Creating a Recurring Appointment
  • Delete Appointments
  • Emailing Appointments to Salespeople
  • Enter Repeat Business
See all 11 articles

Attachments

  • Available Attachment Space
  • Quick Print Did Not Show Up in Attachments
  • Uploading Attachments

Calendar & Scheduler

  • Authorization Errors When Searching For Contacts Or Loading the Calendar
  • Calendar Colors
  • Calendar Overview
  • Calendar Tab
  • Enabling Google Calendar to Integrate with MarketSharp Calendar
  • General Appointment for Employee Meetings and Time Offs
See all 8 articles

Data Entry

  • Add a Job Site Address
  • Add a Lead
  • Add a Prospect and Transfer to a Lead
  • Add an Inquiry to an Existing Customer Record
  • Adding/Editing Appointments
  • Additional Contacts
See all 26 articles

Importing

  • Custom Lead Capture
  • Advanced Lead Capture Customization
  • Importing Contacts
  • Lead Capture Integrations Available
  • Leap

Quick Lead Entry & Call Scripting

  • Call Out Scripting
  • Quick Lead Entry and Call In Scripting
  • Repeat Business From Customers

Quoting Tool

  • Create a Proposal
  • Creating and Editing Quotes
  • Generating Quote Print File
  • Moving Quotes to Sold Job
  • Product Pricing for Quoting
  • Quote Templates
See all 7 articles

Search & Tag

  • Global Search / Omni Search
  • Quick Find
  • Tagging on the List & Record View
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