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  1. MarketSharp
  2. Contact Management
  3. Data Entry

Data Entry

  • Add a customer that doesn't have an Appointment or Inquiry?
  • Add a Job Site Address
  • Add a Lead
  • Add a Prospect and Transfer to a Lead
  • Add an Inquiry to an Existing Customer Record
  • Adding or Editing Appointments
  • Adding Reminders to Contact Records
  • Additional Contacts
  • Contact Record View
  • Contact Tab Changes
  • Converting a Lead to a Customer
  • COVID-19 Set it and Forget it – Understanding Activity and Automation Processes
  • Create and Manage Contacts
  • Delete a Contact
  • Do Not Call (DNC)
  • EBR *Exemption or Established Business Relationship
  • Email Attachments With MarketSharp Email
  • Enter A Payment
  • Error When Adding to an Editable Drop Down box
  • If I Delete a Job, Can I still Use the Existing Job Number?
  • Lead Paint
  • Print a Lead Sheet for a Customer
  • Revert Customer Back to a Lead
  • Search and Tag Contacts
  • Unable to Delete Lead Inquiry
  • Zillow and MarketSharp
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