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CRM

ShareBuilder CRM helps media sales teams manage accounts, track activities, analyze sales revenue, and streamline proposals.

General

Logging into ShareBuilder CRM

10 Minutes a Day in ShareBuilder CRM

How to setup Connected Mailbox in CRM

How to use assistant@share-builders.com

Dashboard

Best Practices - Dashboard

Market - CRM's Home Page

Next Steps

1-on-1 Overview

Companies

Best Practices - Companies

All Companies

Approve, Challenge, or Share an Account

Add, Transfer, Merge or Delete an Account

Export an Account List

Strategic Account Management

Contacts

Associate an Agency Contact with an Account

Activity

Transferring Activities

Add an Activity

Pending

Best Practices - Pending

Sales Funnel

Report Card

Add Pending

Update Pending Status

Sales Analysis

Quick View

Budgets

Forecast

Accounts Receivable

Account Billing

Product Categories

Budgets & Forecasts Tool

Options

Managing Team Members in ShareBuilder CRM

Manage Pending Stages and % Confidence Defaults

Manage Activity Types

Manage Account Product Categories