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 2019.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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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 2019, beginning with the most recent:
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30 December 2019: Regarding Mail Sync Connection Issues with Gmail |
There are instances where Mail Sync is not connecting properly through Gmail. This is a known issue, and it is being addressed. This does not mean that Mail Sync cannot connect to a Google account, however. In fact, you can use your Google account to serve as the main connection mechanism. In this case, you will need to generate an application-specific password in your Google account settings. This is a special password that you will need to use to connect Google with SharpSpring. |
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11 December 2019: Tag Manager Now Available
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Tag management features have been enhanced. The Tag Manager lets you edit, delete, and otherwise manage your tags for accounts, leads, emails, lists, campaigns, and user groups. The Tag Manager is directly attached to several of SharpSpring's core components. All of the Tag Manager's features will be available regardless of how and where it is accessed. |
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02 December 2019: |
The billing platform has been updated to reflect international payment and tax options. International bank account number (IBAN) and value-added tax (VAT) support has been added for agencies and clients in the European Union. Goods and sales tax (GST) support has been added for agencies and clients in Australia, Canada, and New Zealand. |
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01 November 2019: |
SharpSpring has updated its billing system in order to be in compliance with South Dakota v. Wayfair. This United States Supreme Court ruling permits states to charge sales tax on out-of-state purchases. These sales tax charges apply to online sales and software-as-a-service (SaaS) products, including SharpSpring. SharpSpring must abide by South Dakota v. Wayfair and properly bill all end users and correctly charge taxes according to their state's laws. As such, SharpSpring has completely overhauled its billing and payments systems. Billing information, client management, and agency settings are all impacted by these changes. |
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31 October 2019: |
Effective 31 October 2019, SharpSpring terms have been updated. The following are required in order to use SharpSpring services:
This is done within your respective agency and client SharpSpring accounts. Do so by accepting the updated terms upon logging in. These terms are being updated to detail how:
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31 October 2019: |
Effective 31 October 2019, the Sales Optimizer and opportunity workflow features will be enabled by default. These features are now included as part of the standard Agency Client License and offered free for all current and future users. |
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25 October 2019: |
The Bulk Edit feature has been updated and expanded to include accounts. The Bulk Edit feature streamlines the process of modifying or assigning accounts. With Bulk Edit, you can do the following for selected accounts:
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11 October 2019: |
The Help Panel has been removed and has been incorporated into the User Settings panel. The User Settings panel has been updated to include links to the following:
To access the User Settings panel, click |
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11 October 2019: |
Users with Direct Support can access the Virtual Classroom portal directly from the SharpSpring application. To access the Virtual Classroom portal, click |
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30 August 2019: |
Mail Sync options and settings have been updated. You can now disable previously configured Mail Sync accounts from the Mail Sync section of your settings page. |
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29 August 2019: |
The Meetings feature has been updated. You can now create team meetings with groups of people. |
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22 August 2019: |
Granular unsubscription settings now allow for greater customization and rebranding. |
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14 August 2019: |
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The Task Manager now allows for bulk editing. These editing features provide a way to reassign or delete many tasks at once for a single user. |
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12 August 2019: |
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Visual and opportunity workflows require any number of triggers and filters in order to function. The manner in which these filters and triggers are presented has been updated. |
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31 July 2019: |
The lead export feature has been updated. When you export leads and contacts from the Contact Manager, you will be given the option to search for and select specific fields that you want to export. This allows for more customized exports. |
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17 July 2019: |
Users can now create preset meetings in SharpSpring. |
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16 July 2019: |
Auto-notify settings have been updated. You can access auto-notify settings from the My Account page. |
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09 July 2019: |
The Sales Optimizer is now available. The Sales Optimizer takes the place of platform activities that are repetitious and time-consuming. |
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17 June 2019: |
When importing .CSV files of lists of contacts, Is Unsubscribed fields are now required. For SharpSpring to successfully import a .CSV file, the file needs one column header that is labeled as Is Unsubscribed. The Is Unsubscribed field should be a boolean field, where 0 is for leads who are opted in, and 1 is for leads who are not opted in. |
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08 May 2019: |
Users can now make copies of individual visual workflows. This saves time, as you now need only to create one visual workflow to have several copies that can be as complex as necessary or have just one or two minor modifications. |
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26 April 2019: |
SharpSpring has modified its top toolbar. The Pipeline menu is now known as the Opportunities menu. Pipeline and opportunity features remain the same. Additionally, older |
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18 April 2019: |
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Users can now track Wix sites in SharpSpring and place SharpSpring forms on Wix sites. |
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17 April 2019: |
SharpSpring now has Sharp Ideas, an improved customer feedback platform. Users can provide feedback on various aspects of the SharpSpring application and SharpSpring business as a whole. |
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08 April 2019: |
The Task Manager is now available to all users. The Task Manager makes it simple to create and complete tasks in one location. You can select, set, and manage the following task types in the Task Manager:
In addition, SharpSpring's top toolbar has been changed to reflect the Task Manager. |
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29 March 2019: User Settings Menu Updated |
The |
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08 March 2019: |
Users can now add images to their LinkedIn posts when publishing social media posts in SharpSpring. |
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26 February 2019: |
Users now have an updated contact record. This update includes:
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14 February 2019: |
The Activity Feed is now available to all users. This new feature allows you to see a running list, otherwise known as a feed, of the following lead activity:
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13 February 2019: |
Users can now use new CC and BCC fields in Smart Mails to send to up to 20 recipients. Mail Sync must be configured to send Smart Mails to multiple recipients. |
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13 February 2019: |
Users can now edit the individual desktop, tablet, and mobile versions of a landing page. |
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15 January 2019: |
Users can now add multiple lists and list tags to the Exclusions section of the sending modal window when sending lists. |
Published Help Center Articles
The following is a list of articles that were published in SharpSpring over the course of 2019, beginning with the most recent month: