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Sign in to your accountRelease Notes
- 20 September 2021: Opportunity Manager and Opportunity Drawer Now Available
- 14 September 2021: Date and Time Validation Improvements for Imports
- 21 September 2021: List Rule Builder Now Available
- 23 July 2021: The Dock Now Available
- 12 May 2021: Instagram Posting for SharpSpring Social Now Available
- 07 May 2021: Customizable Account Manager Now Available
Featured Content
Setting Up SharpSpring
- Editing Images in the File Manager
- Organizing the File Manager
- Uploading and Deleting from the File Manager
- File Manager Overview
- Activating New SharpSpring Accounts
- Setting Up and Configuring SharpSpring
Settings
- Connecting to Video Calling via Zoom
- Navigating The Dock
- My Stuff Overview
- Company Profile Overview
- SharpSpring User Roles Overview
- Adding and Managing SharpSpring Users
Billing Info
- Managing Billing Info Settings for Clients in the United States
- Managing Billing Info Settings for Clients in the European Union
- 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 Gmail
Support
SharpIdeas
Security
- Using Two-Factor Authentication
- SharpSpring Data Protection: Information Security Overview
- SharpSpring 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 SharpSpring 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
Email Design
- Email Designer Panel Overview
- Email Content Editor Overview
- Using Layout and Element Blocks in Emails
- Adding Images to Emails
- Adding Text to Emails
- Adding Buttons to Emails
Email Templates
Email Sending
- Scheduling Emails
- Sending Preview Emails
- Sending Repeatable Emails
- Scheduling Emails to Leads with Unopened Emails
- Sending from Lead Owner When Using Automation
- Rescheduling Email and Action Group Events
Email Analytics
Compliance
- Using Email Engagement Tools
- Acceptable and Prohibited Email Content
- Email Best Practices
- New Sender Best Practices
- Understanding SharpSpring Email Sender Status
- Understanding Email Reputation
Getting Started
Visual Workflows
Action Groups
- Organizing Action Groups
- Action Groups Overview
- Creating Action Groups
- Using Recurring Action Groups
- Creating Time-Based Automations
- Time-Based Automations Overview
Lists
- Creating Rules-Based Lists from Lead Creation Date
- Creating Rules-Based Lists
- Using Manual Lists
- Reconfirming Lists
- Creating Confirmed Opt-In Processes
- Setting List Tags
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
SharpSpring Forms
- Conditional Form Fields
- Using SharpSpring Forms
- Configuring Form Designs Using the Visual Styler
- Creating Form Buttons
- Understanding Form Settings
- Styling Forms with Stylesheets
Third-Party Forms
- Connecting Facebook Lead Ads with SharpSpring
- Connecting Gravity Forms
- Gravity Forms Integration Tool
- Connecting Formidable Forms
- Formidable Forms Integration Tool
- Connecting WPForms
Native Forms
Getting Started
SharpSpring 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
- Configuring Account Information
- Setting Contacts to Accounts
- Using Advanced Search in the Account Manager
- Using Views in the Account Manager
- Setting Account Tags
API
Shopping Cart
External Connections
- WebEx Integration Overview
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
- Syncing Office365 and SharpSpring with Zapier
- Wix Integration Overview
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
- 20 September 2021: Opportunity Manager and Opportunity Drawer Now Available
- 14 September 2021: Date and Time Validation Improvements for Imports
- 21 September 2021: List Rule Builder Now Available
- 23 July 2021: The Dock Now Available
- 12 May 2021: Instagram Posting for SharpSpring Social Now Available
- 07 May 2021: Customizable Account Manager Now Available