Sales and CRM
Getting Started
SharpSpring CRM
Sales Pipeline
- Using the Opportunity Manager
- Using the Opportunity Drawer
- Using Advanced Search in the Opportunity Manager
- Using Views in the Opportunity Manager
- Sales Pipeline Overview
- Creating Opportunities in Pipelines and Contact Records
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
Sales Dialer
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
Accounts
- Using the Account Manager
- Configuring Account Information
- Setting Contacts to Accounts
- Using Advanced Search in the Account Manager
- Using Views in the Account Manager
- Setting Account Tags