The Social Assistant is a powerful tool in your arsenal for easily:
Creating trackable emails from within Gmail
Accessing contact profiles quickly from within Chrome
Adding new leads and opportunities on-the-fly
Accessing conversations, email opens, and other life-of-lead activity
Downloading Social Assistant
Step 1: Visit sharpspring.com.
Step 2: Select “Add-Ons” from the navigation menu and choose “Social Assistant” from the drop down menu.
Step 3: Click on the “Download Now” button.
Step 4: This will take you to the Chrome Store. Click the blue “Add to Chrome” button. The Social Assistant is currently only available in the Chrome browser.
Step 5: A pop-up will appear. Click “Add Extension”. You now have the SharpSpring Social Assistant Chrome Extension.
Navigating the Social Assistant
Step 1: Click on the extension icon to bring out a slider menu displaying a login menu. Use your SharpSpring login credentials to log into the Social Assistant.
Step 2: Familiarize yourself with the navigation and features of the Social Assistant. Click on the navigation menu icon in the upper-left corner to display all the different areas available. You can see Contacts, Tasks, and Media that have been assigned or shared with you, as well as the Opportunities you own in each pipeline.
Step 3: In the Contacts section, you can create new contact records, view existing records, and send trackable emails to the contact directly from Social Assistant.
Step 4: In the Tasks section, you can create new tasks and view or edit all of the tasks assigned to you. Clicking on a task will bring up the opportunity or contact the task is relating to, as well as the due date and author of the task.
Step 5: In the Media section, you can see all of the media in SharpSpring that you’ve uploaded to the Media Center, as well as media shared with you. It provides quick and easy access for viewing lead interaction and copying trackable links for each piece of content.
Step 6: In the Pipelines section, you can view all of the Opportunities assigned to you. Clicking on an opportunity record will display the details, including total value, close date, the contacts associated, the stage it’s in in the pipeline, and the opportunity owner. You can edit any information, including custom fields, by clicking the Edit pencil underneath each section.
Cool Features of the Social Assistant
The Social Assistant allows you to quickly send trackable emails right from Gmail! Simply check the “Track This!” checkbox. That’s it. You can even quickly embed media content from the Media Center. Now both the media and the email are being tracked in SharpSpring!
The Social Assistant allows you to easily see existing contacts and even add new leads directly into SharpSpring from Gmail! Opening up Social Assistant while in an email thread will show you contacts already in your system as well as ones you may like to add. Simply clicking the “+” sign next to the contact’s name will bring up the contact record screen. You can edit or input any information you’d like here. Clicking the green checkmark will save that record into SharpSpring. Easy!