Katie
- Total activity 67
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 40
Articles
Recent activity by Katie-
Add an Inquiry to an Existing Customer Record
Add an Inquiry to an Existing Customer Record When a repeat customer shows interest in another product, you can enter a new inquiry under the same customer record. This prevents more than one recor...
-
Cancel a Job
Unfortunately, sometimes certain circumstances happen where a job needs to be canceled. Canceling a job in Marketsharp will ensure reporting is accurate. How To Cancel a Job: 1. Start in the cont...
-
Reassigning Activities
Reassigning Activities Reassigning activities in Marketsharp can be done through the Activities Tab located in the top blue banner of the Marketsharp page. Reassigning Activities Start by clickin...
-
Submit a Feature Request
If there is a feature that is not available on Marketsharp that you believe should be available, users can voice their request by submitting your idea to the Feature Request Forum so development ca...
-
Text Message Segments
Text Message Segments Text message segments are the way Marketsharp measures text message usage based on the text message plan you have. A segment is a text message that contains 160 characters. Y...
-
Do Not Email
Do Not Email Do Not Email is a feature in Marketsharp that is triggered when a customer unsubscribes from emails sent from your Marketsharp account. You can tell an account is marked as Do Not Emai...
-
Do Not Text
Do Not Text The Do Not Text feature in Marketsharp can be manually activated by someone in your database or by the customer replying to a text with one of the words programmed to turn on Do Not Tex...
-
Log In History
To access the log in history of a company: 1. Hover mouse over Company ID to access the menu at the top right corner of the page. 2. Select the Admin page from the drop down menu. 3. In the Tools...
-
Create and Edit an Activity Process
This article will go through the steps for editing the existing default Activity Processes as well as creating a new Activity Process. To see how to trigger an Activity Process automatically, re...
-
Adding Cegid Peoplenet ClickOnce Launcher (formally Meta4) / Breez Browser Extension and Print File Manager
Adding Cegid Peoplenet ClickOnce Launcher Browser Extension “Cannot Start Application” Message If you see this error message when trying to print or edit a print file, that means you need to...