With the My Stuff dashboard in the Launchpad, you can quickly manage and view notifications and preferences in your instance. My Stuff is where information is displayed when certain events occur. These events range from wide-scale events, such as a SharpSpring feature release, to more minor events, such as a finished List Import. This article will provide an overview of the My Stuff dashboard in the Launchpad.
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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 | ✓ | ||||
Accessing My Stuff
The My Stuff dashboard is one of many different dashboards in the Launchpad. While other dashboards are meant to show different types of report data, My Stuff is a place to view system-wide notifications, quickly access certain platform features, and modify select personal settings. Click the My Stuff dashboard from the The My Stuff dashboard is one of a few permanent dashboards in the Launchpad. |
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Viewing Recent Places
Tracked Recent Places | ||||
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• Accounts |
• Email templates |
• Opportunity stages |
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• Action groups |
• Form builder pages |
• Opportunity workflows |
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• Blog articles |
• Form Insights pages |
• Saved custom reports |
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• Contact records |
• Landing page funnels |
• Saved sales reports |
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• Content Calendar |
• Lists |
• Settings |
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• Created emails |
• Media Center assets |
• Social listening pages |
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• Email job reports |
• Opportunities |
• Visual workflows |
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• Email reports |
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Setting an Out of Office Status
Setting an Auto-Notify Status
SharpSpring can be configured to automatically send lead owners a notification of when their leads visit their websites. Turning the Auto-Notify toggle to On will enable your out of office settings. |
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Using Meetings
You can access parts of the Meetings feature through the My Stuff tab. Your previously created meetings will be displayed in a scrollable list. Clicking Copy Link will copy the meeting's associated URL to your computer's clipboard. You can then paste the URL as needed in landing pages or emails. Clicking Copy Button will copy the meeting's button. The button, when pasted into emails or landing pages, will appear as the button. Button colors can be changed through the Meetings feature's settings page. Clicking Manage Meetings will take you to the Meetings settings page. |
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Note: If you have not configured Meetings settings and created a meeting, My Stuff will direct you to do so. Click Set up Meetings to configure your meetings.
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Configuring My Stuff Settings
Viewing Mail Sync Status
Mail Sync is a powerful tool that allows you to connect your inbox to SharpSpring. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of SharpSpring—will be recorded. This way, you can keep track of you and your team's emails with your leads. My Stuff will provide an at-a-glance way to monitor your Mail Sync status, as it will display any Mail Sync issues by name and color. |
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Note: If you have not connected your email account to Mail Sync, My Stuff will provide a link for you to do so. Click Connect to set up your Mail Sync settings.
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Viewing Zoom Status
When creating meetings, you can enable Zoom video functionality, which allows for video conferencing. Active Zoom connections and their current connection status will display in the left column of the My Stuff dashboard. Zoom account connection settings are modified in the main Meetings page. |
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