SharpSpring regularly makes changes to the platform. These changes are meant to be for the benefit of all SharpSpring users. SharpSpring also publishes help documentation to assist users with the many features of the platform. This article will detail published documentation and the changes, fixes, and updates made to SharpSpring over the course of 2017.
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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 | ✓ | ||||
Release Notes and Changelog
The following table contains all releases and updates to SharpSpring over the course of 2017, beginning with the most recent:
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15 June 2017: |
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Users can now manually remove leads from attributed campaigns. |
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13 June 2017: Option to Add Custom Date Fields to Accounts or Opportunities |
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Two new custom field types can now be added
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09 June 2017: New Feature to Save Sales Reports and the Web Insight Report |
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The Sales Reports (Pipeline, Conversion, Performance/Projection, Follow-Up, and Activity) |
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08 June 2017: Updates to List Membership API Methods to Allow Bulk Changes |
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The following API methods have been improved
Each call can handle up to 500 associations. |
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02 June 2017: Exportable Client Services Page, Added List-Unsubscribe Mailto Link to all Emails |
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A new feature for agencies allowing for the |
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01 June 2017: |
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When creating opportunities, the users under |
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31 May 2017: Remove Social Media Details from Lead Records |
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New feature to remove social media details
To use the feature, navigate to |
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30 May 2017: |
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When a lead record is attributed to an opportunity that moves to Closed Lost, the |
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26 May 2017: |
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The Company Name field is now included on |
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25 May 2017: |
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Administrators in Agency instances of |
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24 May 2017: |
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Added two new currencies to the currency
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22 May 2017: |
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All occurrences of workflow have been replaced |
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19 May 2017: |
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Expanded options for custom required opportunity fields.
Additionally, export opportunities directly from Click the Export button and a .CSV file export |
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18 May 2017: |
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For instances with a Salesforce integration enabled, when a lead or contact record is permanently deleted from the Recycle Bin in Salesforce, those leads or contacts are now deleted in SharpSpring. |
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16 May 2017: Title and Industry Fields Now Autocomplete on Lead Record |
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The Title and Industry fields on a lead record |
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15 May 2017: Increased Character Limit for Description Fields When Using CRM Import Tool |
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Increased character limit on the description |
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11 May 2017: |
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Added the Croatian Kuna as a new currency selection in the Company Profile. |
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10 May 2017: |
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Notifications sent to Agencies now use the |
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14 April 2017: |
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SharpSpring and Shutterstock have integrated |
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03 April 2017: |
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The lead owner field has been added as a |
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28 March 2017: |
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Enhanced search functionality in Advanced Search to allow for searching for multiple zip codes. |
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13 March 2017: |
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New feature to edit images inline within the
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01 March 2017: |
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Easily replace your existing Media Center assets |
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26 January 2017: |
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If you have Salesforce sync enabled, the |
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24 January 2017: |
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New merge variables in the Email Designer:
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Published Help Center Articles
The following is a list of articles that were published in SharpSpring over the course of 2017, beginning with the most recent month: