Help Desk
Go to share-builders.com
ShareBuilder CRM
ShareBuilder CRM
Training
General
Dashboard
Companies
Contacts
Connected Mailbox
Activity
Pending
Sales Analysis
Financials
Our Team
Settings
Integrations
Mobile
ShareBuilder Pricing
General
Rate Card
Pacing
Forecasting
Inventory
Holding Capacity
ShareBuilder Desktop (Citrix)
Citrix
Logging In
Price Plan
Rate Cards
Traffic Reports
Development Resources
CRM (ShareBuilder CRM)
Latest Release
Back to home
Help Desk
ShareBuilder CRM
ShareBuilder CRM
Training
General
Dashboard
Companies
Contacts
Connected Mailbox
Activity
Pending
Sales Analysis
Financials
Our Team
Settings
Integrations
Mobile
ShareBuilder Pricing
General
Rate Card
Pacing
Forecasting
Inventory
Holding Capacity
ShareBuilder Desktop (Citrix)
Citrix
Logging In
Price Plan
Rate Cards
Traffic Reports
Development Resources
CRM (ShareBuilder CRM)
Latest Release
ShareBuilder CRM
Our media-focused CRM, lets your sellers handle their day to day tasks with ease.
Training
AE Training 1
AE Training 2
AE Training 3
10 Minutes A Day In ShareBuilder CRM
One on One for Managers
See more
General
Forgot My Password for ShareBuilder CRM
How to Log In to ShareBuilder CRM
Multi-Factor Authentication (MFA) for Enhanced Security
Clearing Your Browser's Cache
Dashboard
Dashboard - The homepage of CRM
1-on-1 Overview
List Discrepancy
Managers Daily Guide in ShareBuilder CRM
Map Missing/New Revenue Categories
NRL Membership
See more
Companies
Account Files
Account Sharing
Add an Account
All Companies
Approve Account Requests
Assign an Agency
Change Account Category
How to Challenge an Account
Lead Management Module
Merge Accounts
Print the Account List
Understanding Leads and Accounts
See more
Contacts
Associate an Agency Contact with an Account
Connected Mailbox
What is Connected Mailbox?
Getting Started with Connected Mailbox
Customizing Connected Mailbox
Activity
Activities
Activity Timeline
How to Add an Activity
Sync Into ShareBuilder CRM From Your Calendar
Sync From ShareBuilder CRM to Your Calendar
Transfer Activities to New Account Owner
Use Sync with Additional Email Addresses
See more
Pending
Add Future Months to an Existing Pending
Adding Pending
Adding Pending - NPG version
AE Stage Goals
Auto Close Pending
How to Remove/Close a Pending
How to Set Up/Change Pending Stages and % Confidence Defaults
Pending Changes
Sales Funnel
What's the difference between Unadjusted and Adjusted Pending dollars?
Precision Pending
See more
Sales Analysis
Sales Analysis
SA Customization
SA Navigation
Financials
Budgeting and Forecasting in ShareBuilder CRM
How to Determine Key Account Level
Our Team
Add Team Members to ShareBuilder CRM
Lock & Delete a Team Member
Where Are the Missing Account Category Exceptions?
Settings
Manage Account Product Categories
Viewing Financials Gross vs Net
Integrations
Zapier Frequently Asked Questions
Zapier and CRM integration
vCreative
Mobile
Download the ShareBuilder App
Basic Navigation in the ShareBuilder App for CRM
-1.png?height=120&name=ShareBuilders%20Logo%20(07052023)-1.png)