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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
Latest Release
Integrations
Single Sign On
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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
Latest Release
Integrations
Single Sign On
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
Managers Daily Guide in ShareBuilder CRM
How to Utilize One on One tool for Managers
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General
Clearing Your Browser's Cache
Forgot My Password for ShareBuilder CRM
How to Log In to ShareBuilder CRM
Multi-Factor Authentication (MFA)
Dashboard
Dashboard - CRM's Home Page
1-on-1 Overview
List Discrepancies
Map Missing or New Revenue Categories
NRL Membership
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Companies
Account Files
Account Sharing
Add an Account
Managing Companies
Approve Account Requests
Assign an Agency
Change Account Category
How to Challenge an Account
Lead Management Module
Merge Accounts
How to Export the Account List
Understanding Leads and Accounts
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Contacts
Associate an Agency Contact with an Account
Connected Mailbox
Setting Up your Connected Mailbox
Customizing your Connected Mailbox
How to Use assistant@share-builders.com
How to Handle Unknown Contacts in CRM
Activity
Activities
How to Find the Activity Timeline
How to Add an Activity
Sync Into ShareBuilder CRM From Your Calendar
Sync From ShareBuilder CRM to Your Calendar
How Transferring Activities Works
Use Sync with Additional Email Addresses
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Pending
Add Future Months to an Existing Pending
Adding Pending - NPG version
How to Add AE Stage Goals
Auto Close Pending
How to Remove or Close a Pending
How to Set Up/Change Pending Stages and % Confidence Defaults
Pending Changes
Sales Funnel
Understanding the Different Types of Pending
Precision Pending
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Sales Analysis
Sales Analysis Navigation
Financials
Setting Budgets
How to Determine Key Account Level
Setting Secondary Budgets
Our Team
Add Team Members to ShareBuilder CRM
Lock & Delete a Team Member
Settings
Manage Account Product Categories
Viewing Financials Gross vs Net
Integrations
Zapier Frequently Asked Questions
vCreative
Mobile
Download the ShareBuilder App
Basic Navigation in the ShareBuilder App for CRM
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