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

• Sales Reports Overview
• Pipeline Value Report Overview
• Opportunity Health Report Overview
• Conversion Analysis Report Overview
• Won/Lost Report Overview
• Sales Performance Report Overview

Meetings

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

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Accounts

• Accounts Overview
• Merging Account Records
• Exporting Sales Accounts