As a SharpSpring user, it's important to make sure your account is set up and configured properly. Here's a checklist you should follow to make sure that your account is fully configured and ready to go.
Configuration steps:
1. Insert tracking code
Inserting SharpSpring Tracking Code and Adding Additional Sites
2. Set up landing page subdomain
Change Landing Page URL - Add CNAME Record
3. Configure DKIM
Setting up DKIM and SPF in SharpSpring
4. Create users
How to Add and Manage Users
5. Set up email syncing
Help articles on email syncing
6. Create custom fields
Creating Custom Fields
Custom Fields Breakdown
7. Configure VisitorID
Setting Up VisitorID
8. Configure Lead Scoring
Configuring Lead Scoring
9. Import contacts
Import Tool Overview
Mapping Contacts from a CSV File