As a SharpSpring user, it is important to make sure your account is set up and configured properly. This article will detail how to make sure that your account is fully configured and ready to go.
Note: SharpSpring offers Professional Services to assist with setting up and configuring the application.
The following user roles can set up SharpSpring accounts:
- Administrators
Article Contents
SharpSpring Configuration
To set up and configure the various important features of SharpSpring, do the following:
- Accept the SharpSpring Terms of Service.
- Insert SharpSpring tracking code.
- Configure lead scoring.
- Set up email syncing.
- Configure DKIM and SPF.
- Connect applicable social media accounts.
- Create custom fields.
- Create forms.
- Set up a landing page.
- Import contacts.
- Create users.
Comments
0 comments
Article is closed for comments.