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Sign in to your accountRelease Notes
Featured Content
Setting Up Lead Gen & CRM
- SharpSpring's Rebrand to Lead Gen & CRM
- Editing Images in the File Manager
- Organizing the File Manager
- Uploading and Deleting from the File Manager
- File Manager Overview
- Activating New Lead Gen & CRM Accounts
Settings
- Connecting to Video Calling via Zoom
- Navigating The Dock
- My Stuff Overview
- Company Profile Overview
- Lead Gen & CRM User Roles Overview
- Adding and Managing Lead Gen & CRM Users
Billing Info
- Managing Billing Info Settings for Clients in the United States
- Managing Billing Info Settings for Clients in Europe
- Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand
- Managing Billing Info Settings for Clients Not in Australia, Canada, the European Union, New Zealand, or the United States
- Troubleshooting Failed Charge Error Messages
Mail Sync
- Mail Sync Overview
- Troubleshooting Mail Sync
- Troubleshooting IMAP Sync Errors
- Enabling and Configuring Mail Sync for Custom Providers
- Enabling and Configuring Mail Sync for Google Accounts
- Enabling and Configuring Mail Sync for Microsoft Office365 and Outlook
Support
SharpIdeas
Security
- Using Two-Factor Authentication
- Lead Gen & CRM Data Protection: Information Security Overview
- Lead Gen & CRM Data Protection: Protecting Your Data
- Using Audit Logs
- Understanding Ad Blockers and Tracking Services
- The European Union General Data Protection Regulation (GDPR)
Getting Started
Importing Contacts
- Import History Overview
- Using Lead Gen & CRM ID for Imports and Data Migration
- Importing Double Opt-In Lists
- Formatting .CSV Files for Import
- Importing and Mapping Contacts from .CSV Files
- Saving .CSV Files
Contact Manager
- Using the Contact Manager
- Using Views in the Contact Manager
- Manually Creating and Cloning Contacts
- Using Advanced Search in the Contact Manager
- Life of the Lead Icons and Overview
- Understanding Lead Status
VisitorID
Getting Started
- Locating An Existing Email
- Creating Emails from Templates
- Creating Smart Mail
- Sending Smart Mail
- Smart Mail Menu Features
- Sending Emails to Lists
Email Design
- Adding Custom Signatures to Emails
- Customizing Layout Blocks in Emails
- Email Designer Panel Overview
- Email Content Editor Overview
- Using Layout and Element Blocks in Emails
- Adding Images to Emails
Email Templates
Email Sending
- Scheduling Emails
- Sending Preview Emails
- Sending Repeatable Emails
- Sending Smart Mail from Opportunities
- Adding Signatures to Smart Mail
- Sending Smart Mail to Multiple Recipients
Email Analytics
Compliance
- Using Email Engagement Tools
- Acceptable and Prohibited Email Content
- Email Best Practices
- New Sender Best Practices
- Understanding Your Instance Email Sender Status
- Understanding Email Reputation
Getting Started
Visual Workflows
Action Groups
- Understanding Account Automation Actions
- Understanding Opportunity Automation Triggers
- Organizing Action Groups
- Action Groups Overview
- Creating Action Groups
- Using Recurring Action Groups
Lists
- Editing Rules-Based Lists
- Creating Rules-Based Lists from Lead Creation Date
- Creating Rules-Based Lists
- Using Manual Lists
- Reconfirming Lists
- Creating Confirmed Opt-In Processes
Sales Optimizer
- Sales Optimizer Overview
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Scheduling Sales Task Reminders in Visual Workflows and Action Groups
- Sales Optimizer Tasks Report Overview
Lead Scoring
Personas
Site Tracking
- Web Insights Overview
- Understanding Cookies
- Adding GDPR Tracking Consent Banners to External Websites
- Creating Automation with Opted In Leads
- Adding Tracking Codes to Wordpress
- For Developers: Adding Dynamic Web Content to Tracking Codes
Chatbots
- Creating Chatbots
- Activating and Previewing Chatbots
- Configuring Chatbot Workflows
- Using Chatbot Actions
- Understanding Chatbot Reports
- Configuring Chatbot Live Chat Settings
Getting Started
Constant Contact Forms
- Guide: Create a Customer Feedback Survey
- Guide: Create a Custom Preference Center
- Conditional Form Fields
- Using Constant Contact Forms
- Configuring Form Designs Using the Visual Styler
- Creating Form Buttons
Third-Party Forms
- Connecting Facebook Lead Ads with Lead Gen & CRM
- Connecting Gravity Forms
- Gravity Forms Integration Tool
- Connecting Formidable Forms
- Formidable Forms Integration Tool
- Connecting WPForms
Native Forms
Getting Started
- Landing Page Settings
- Editing Landing Pages
- Creating Landing Pages from Templates
- Creating Landing Pages
- Landing Page Content Editor Overview
- Editing Mobile Versions of Landing Pages
Landing Pages
- Creating Dynamic Landing Pages
- Configuring CNAME Record Settings for Landing Page URLs
- Understanding Landing Page Security: HTTP and HTTPS
- Adding Forms to Landing Pages
- Adding Images to Landing Pages
- Adding Videos to Landing Pages
Blogs
Getting Started
CRM
Sales Pipeline
- Using the Opportunity Manager
- Using the Opportunity Drawer
- Using Advanced Search in the Opportunity Manager
- Using Views in the Opportunity Manager
- Sales Pipeline Overview
- Creating Opportunities in Pipelines and Contact Records
Sales Reports
- Using Custom Reports
- List of Custom Report Widgets
- Sales Reports Overview
- Pipeline Value Report Overview
- Opportunity Health Report Overview
- Conversion Analysis Report Overview
Sales Dialer
Meetings
- Connecting Email Accounts to Meetings
- Using Meetings
- Sharing Meetings
- Editing Settings for Meetings
- Administrator Settings for Meetings
- For Administrators: Configuring Custom Domain Settings for Meetings
Accounts
- Using the Account Manager
- Accounts Overview
- Leaving and Editing Notes in Accounts
- Configuring Account Company Information
- Configuring Custom Fields for Accounts
- Setting Contacts to Accounts
API
Shopping Cart
External Connections
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
- Syncing Office365 and Lead Gen & CRM with Zapier
- Wix Integration Overview
- Adding Lead Gen & CRM Forms to Wix Sites
Salesforce
- Salesforce Integration Overview
- Resetting Salesforce Tokens
- Understanding Salesforce Sync
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead Score Widgets
Release Information
- December 1, 2022: Usernames and Logging In for New Users
- December 1, 2022: WebEx Depreciation
- November 17th, 2022: 3D Secure Payment Authentication Update
- November 7, 2022: Account Automation
- October 18, 2022: CSV Exports Update
- October 14, 2022: Instagram Content Calendar Synchronization