Robb Culp
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Recent activity by Robb Culp-
Geocoding
Geocoding Inquiries/Appointments Geocoding occurs when a user switches to the map view on the home screen. Inquiries that are geocoded on the app, will then have their lat/long saved back to Marke...
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Calendar
Events, Appointments and Tasks. The calendar displays Events, Appointments and Tasks/Activities for any resource/staff member available to your user. If only one user is selected, the calendar Ap...
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Appointment Resulting
MarketSharp Sold appointment results Creates a new job and job products if a quote was selected and had quote items upon a sold appointment result in MarketSharp. If the quote(s) selected had t...
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Appointment Creation
MarketSharp Appointments that are created will be added to the calendar and if there are any appointment rules related to the result of the newly created appointment, those activities will also tri...
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Create A New Job Status
Create A New Job Status To create a new job status there are two ways to do this in the system. One way is to go to the admin section and find the company set up area and click on edi...
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Confirm Appointment Page Configuration
Confirm Appointment Page Configuration MarketSharp allows you to insert a link into your MarketSharp email and MarketSharp text templates that will allow the clients to confirm an appointment by cl...
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Additional Contacts
Additional Contacts MarketSharp allows you to enter in contacts that are not main contacts for the record by using the additional contacts section. To enter in any contact that is not a main con...
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Import Zip Codes
To import zip codes to the system head into the admin section and find the apps and add on's section. You can then click on Zip/Postal code maintenance. Next you will have a CSV excel file with ...
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Delete Activities in Bulk
To mass delete activities first start by going to the activity list at the top of your screen. Next you can use the filtering options to find what you want to delete. Once you have the list...
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Editing The Division Drop Down Menu
Divisions in MarketSharp is a tool to help you keep your reporting separate if you have multiple divisions of your company. The most common usage of the division field on the inquiry is one for res...