| 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.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | |||||
| Marketing Managers | |||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
SharpSpring Configuration
To set up and configure the various important features of SharpSpring, do the following:
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Important: When a SharpSpring instance is set up, you have the option to add your homepage then. If the homepage has already been entered, start with the second step in this procedure, which is locating and inserting SharpSpring tracking code.
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