Robb Culp
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Recent activity by Robb Culp-
Enter A Payment
Enter A Payment To enter in payments for customers start by pulling the record up that the payment needs to be entered into. Next hit the jobs tab for that record to find the job the payment need...
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Angi Lead Capture Set Up (Angi side)
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QuickBooks Invoicing Errors
Please make sure you are signed in to Quickbooks Online as an Administrator before making these changes. The changes will not work if you are not logged in as an administrator prior to making the...
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Limit Salespeople Access To Calendar And Contacts
To limit salespeople to only see the leads that are associated to them you will need to adjust user permissions on these accounts. Employee Permissions First head into admin then find the employee ...
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Disconnecting Google
Disconnecting Google Remove third-party account access If you gave Google Account access to a third-party app or service you no longer trust or want to use, you can remove its access to your Google...
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Assigned (Named) Licenses
Assigend (Named) Licenses – How to Assign Hello MarketSharp User! You may stumble upon a messaged of a user not having an “assigned license” to login. This can be quickly adjusted by any Admin in t...
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How To Add Hyperlinks In Text Templates
You can add hyperlinks into your text templates if you so wish. To do this first start by going to the admin section and then finding the text message set up area and then clicking on text mes...
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MarketSharp API Documentation
MarketSharp API & OData Access We’ve updated this documentation and request process due to an increase in support requests regarding API access. Please read this page in full before reaching o...
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Closing Ratio Guide
TECH TIP # 1: Don’t forget about the “Filter Options” (aka: the date ranges). Inquiry Date Range: Best for companies looking for information about LEADS (inquiries) – Ex: for the leads (i...
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Authorization Errors When Searching For Contacts Or Loading the Calendar
If you are getting authorization errors when searching for contacts for trying to load the calendar this is normally a cookie and cache issue with the web browser you are using. For Chrome: htt...