Katie
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Recent activity by Katie-
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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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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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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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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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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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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Email Automation Triggered By Production Steps
Email Automation Triggered By Production Steps If you wish to set an automation that contacts customers to alert them that their project has reached a particular production step, First the email te...
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Does Marketsharp integrate with Calendly?
Unfortunately, at this time Marketsharp does not integrate with Calendly. Marketsharp does offers integration with Google calendar and the option to export your calendar view to iCal and PDF. Ple...
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Detailed Report Guide
Detailed Report Guide Navigating your way through detailed reports can seem overwhelming at first. It helps if you think of reporting by the smaller parts instead of the whole report. This breakdow...
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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...