Katie
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Activity overview
Latest activity by Katie-
Katie created an article,
Google Calendar Integration Error
If you receive an Unexpected Error after trying to integrate Google Calendar with your Marketsharp account through the My Account page, that typically means the Marketsharp account is already conne...
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Katie created a post,
TEST
THIS IS A TEST
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Katie created an article,
How to Close Out a Job
In order to mark a job complete, all products must have a completion date, the job completion date must be filled out, and the job status must be set to "complete." How to log a product completio...
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Katie created an article,
Unexpected Error when scheduling sales appointment
Are you seeing an Unexpected Error when trying to enter a sales appointment for a lead? More than likely, there is a special character in a contact record field that does not belong. Marketsharp ca...
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Katie created an article,
Limit Calendar View
Do you have an employee who only needs access to their own calendar and no one else's? You can modify employee permissions to limit calendar views to prevent confusion and make navigating the calen...
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Katie created an article,
Marketsharp 2.0 App Scheduling a Sales Appointment
Scheduling a Sales Appointment in Marketsharp 2.0 App (Previous step: Adding a New Contact Record in Marketsharp 2.0 App & ) After the contact has been located or added to the database, navigate ...
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Katie created an article,
Marketsharp Mobile App Adding a New Contact Record
Marketsharp Mobile App Adding a New Contact Record Adding a new contact in the new Marketsharp 2.0 app is a quick and easy process. Adding a New Contact Record Open your Marketsharp 2.0 app and ...
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Katie created a post,
Revert left side menu back
Is it possible to revert the left sidebar view back to before the recent update? This new style requires more effort to navigate between the Leads and Customers sections. For example, now it requir...
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Katie created a post,
Production text out activity
It would be nice to see production text out activities, particularly texts out that are production appointment reminders for 2 hours before appointment, be able to actually go out 2 hours before a ...
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Katie created a post,
Split Sales Between Salesperson 1 & 2
We really need a way to pull a report (preferably the Sales by Salesperson report) and split the job $ amount between the two salespersons that were on the lead and sold the job. We need this to pr...