| In order to begin using the SharpSpring application, you must first accept the SharpSpring Terms of Service and provide a legitimate postal address. This article will detail how to accept the SharpSpring Terms of Service and how to provide postal information to comply with the CAN-SPAM Act. 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 | |||||
Accepting the Terms of Service
To accept the SharpSpring Terms of Service, do the following:
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Note: If you are not an administrator and log in prior to accepting the Terms and Conditions, you will see a message stating that the user agreement has not been accepted.
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Completing Company Information
After you accept the Terms and Conditions, you will be directed to a page where you are prompted to complete your company information. This information will be used in complying with the CAN-SPAM Act, as this is required in order to use SharpSpring. To complete your company information, do the following:
| 1. | Click Add Company Info. |
Important: Make sure all of the required (*) fields are filled out. If you leave a required field blank, then you will have to re-enter all of the information again.
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| 2. | Fill out the following fields in the Company Information section with legitimate information:
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| 3. | Fill out the following fields in the Agency Information section with legitimate information: • Website URL • Support URL |
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| 4. | Fill out the following fields in the Office Information section with legitimate information:
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| 5. | Click Save Settings. | ||||
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