General

Asset Library

• Guide: PandaDoc and Make.com Integration
• Guide: Zapier and Shopify Integration
• Guide: Create a Customer Feedback Survey
• Guide: Create a Custom Preference Center

Setting Up Lead Gen & CRM

• SharpSpring's Rebrand to Lead Gen & CRM
• Editing Images in the File Manager
• Organizing the File Manager
• Uploading and Deleting from the File Manager
• File Manager Overview
• Activating New Lead Gen & CRM Accounts

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Settings

• Connecting to Video Calling via Zoom
• Navigating The Dock
• My Stuff Overview
• Company Profile Overview
• Lead Gen & CRM User Roles Overview
• Adding and Managing Lead Gen & CRM Users

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Billing Info

• Managing Billing Info Settings for Clients in the United States
• Managing Billing Info Settings for Clients in Europe
• Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand
• Managing Billing Info Settings for Clients Not in Australia, Canada, the European Union, New Zealand, or the United States
• Troubleshooting Failed Charge Error Messages

Mail Sync

• Mail Sync Overview
• Troubleshooting Mail Sync
• Troubleshooting IMAP Sync Errors
• Enabling and Configuring Mail Sync for Custom Providers
• Enabling and Configuring Mail Sync for Google Accounts
• Enabling and Configuring Mail Sync for Gmail

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Support

• Getting Help With Logging In
• Help Center Overview
• Lead Gen & CRM Glossary
• Getting Support
• Using Lead Gen & CRM Live Chat
• Referring New Partners to Lead Gen & CRM

SharpIdeas

• Providing Feedback and Feature Requests with SharpIdeas
• Configuring SharpIdeas Settings

Security

• Using Two-Factor Authentication
• Lead Gen & CRM Data Protection: Information Security Overview
• Lead Gen & CRM Data Protection: Protecting Your Data
• Using Audit Logs
• Understanding Ad Blockers and Tracking Services
• The European Union General Data Protection Regulation (GDPR)

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