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

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

• Meetings Overview
• Connecting Email Accounts to Meetings
• Creating and Previewing Meetings
• Sharing Meetings
• Editing Settings for Meetings
• Administrator Settings for Meetings

See all 8 articles

Accounts

• Accounts Overview
• Merging Account Records
• Exporting Sales Accounts