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MarketSharp Onboarding - Introduction/Data Entry
Introduction
1. Logging in
2. Time to Get Hands On!
3. MarketSharp - Intro & Data Entry Part 1
4. Dashboard
5. Admin Section
6. General Setup
7. Add your Logo and General Information
8. Employee Setup
9. Setup your Employees!
10. Permissions
11. Contact Types
12. Add New Lead - Contact info
13. Practice Adding a Lead Record
14. Add Inquiry
15. Add Inquiry Information
16. Schedule Appointment
17. Add an Appointment
18. Result Appointment
19. Put in the Appointment Result
20. Create Job
21. Let's Add a Job
22. Close Job
23. Enter Job Completion Dates
24. Client Care Contacts
Finish
MarketSharp Onboarding - Introduction/Data Entry
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MarketSharp Onboarding - Introduction/Data Entry
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