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CRM (ShareBuilder CRM)
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Help Desk
ShareBuilder CRM
ShareBuilder CRM
Training
General
Home
Companies
Contacts
Activity
Pending
Sales Analysis
Financials
Our Team
Settings
Additional Resources
Browser Support
Integrations
Traffic Systems
Mobile
ShareBuilder Pricing
General
Rate Card
Pacing
Forecasting
Inventory
ShareBuilder Desktop (Citrix)
Citrix
Logging In
Price Plan
Rate Cards
Traffic Reports
ShareBuilder CRM Yield
Development Resources
CRM (ShareBuilder CRM)
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
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General
Forgot My Password for ShareBuilder CRM
How to Log In to ShareBuilder CRM
Multi-Business Unit Filters
Office 365 eMarketing Setup
Phone Support
Set Your Default Mail App
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Home
List Discrepancy
Managers Daily Guide in ShareBuilder CRM
Map Missing/New Revenue Categories
NRL Membership
Companies
Account Files
Account Sharing
Add an Account
Approve Account Requests
Assign an Agency
Change Account Category
How to Challenge an Account
Lead Management Module
Merge Accounts
Print the Account List
Private Files
Quick Account Add
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Contacts
Associate an Agency Contact with an Account
Private Contacts
Where did my Imported Activities Go?
Activity
Activities
Activity Timeline
eMarketing in ShareBuilder CRM
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
What is eMarketing?
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Pending
Add Future Months to an Existing Pending
Adding Pending
Adding Pending - NPG version
AE Stage Goals
Auto Close Pending
Forecast Accuracy
Katz National Pending
How to Enter Pending Stage Goals on Report Card
How to Remove/Close a Pending
How to Set Up/Change Pending Stages and % Confidence Defaults
One Activity updates all account pending
Pending Changes
Sales Funnel
What's the difference between Unadjusted and Adjusted Pending dollars?
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Sales Analysis
Sales Analysis
SA Customization
SA Navigation
Financials
Budgeting and Forecasting in ShareBuilder CRM
How to Determine Key Account Level
How to Reforecast in ShareBuilder CRM
How to Use the Account Goal Worksheet
What is Reforecasting?
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Our Team
Add Team Members to ShareBuilder CRM
Lock & Delete a Team Member
Where Are the Missing Account Category Exceptions?
Settings
AE Default Business Units
Default Business Units
Manage Account Product Categories
Viewing Financials Gross vs Net
Additional Resources
Converting Excel Into Google Docs
How to convert Excel files into Google Docs
Miller Kaplan
One on One for AE'S
Browser Support
Clear Chrome's Cache
Clear Edge Cache
Clear Microsoft Edge Cache
Integrations
ShareBuilder CRM Zapier
vCreative
Traffic Systems
Natural Log
Mobile
Download the ShareBuilder App
Basic Navigation in the ShareBuilder App for CRM
