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Sales and CRM

Getting Started

  • Registering Clients and Generating Sales Materials
  • Setting Up and Configuring SharpSpring CRM
  • Activity Feed Overview

SharpSpring CRM

  • SharpSpring CRM Overview
  • Understanding CRM Migration Tools
  • Understanding CRM Migration File Components and Fields

Sales Pipeline

  • Sales Pipeline Overview
  • Opportunity Overview
  • Exporting Opportunities
  • Creating and Editing Products

Sales Reports

  • Using Custom Reports
  • List of Custom Report Widgets
  • Sales Reports Overview
  • Pipeline Value Report Overview
  • Opportunity Health Report Overview
  • Conversion Analysis Report Overview
See all 10 articles

Sales Dialer

  • Sales Dialer Overview
  • Using the Sales Dialer
  • Configuring Sales Dialer Settings
  • Reviewing Call Recordings and Transcriptions
  • Understanding Consent and Recording Laws

Meetings

  • Connecting Email Accounts to Meetings
  • Using Meetings
  • Sharing Meetings
  • Editing Settings for Meetings
  • Administrator Settings for Meetings
  • For Administrators: Configuring Custom Domain Settings for Meetings
See all 7 articles

Accounts

  • Accounts Overview
  • Merging Account Records
  • Exporting Sales Accounts

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