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ShareBuilder CRM (formerly Efficio)
ShareBuilder CRM (formerly Efficio)
Account Management
Your Profile & Settings
Getting Started
Budgeting and Forecasting
Tools
Browser Support
eMarketing
Additional Resources
Mobile
Pending
Contacts
Traffic Systems
Activities
ShareBuilder Pricing
General
Rate Card
Pacing
Forecasting
ShareBuilder Desktop (Citrix)
Citrix
Logging In
Rate Cards
Traffic Reports
ShareBuilder CRM Yield
Development Resources
CRM (ShareBuilder CRM)
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Help Center
ShareBuilder CRM (formerly Efficio)
ShareBuilder CRM (formerly Efficio)
Account Management
Your Profile & Settings
Getting Started
Budgeting and Forecasting
Tools
Browser Support
eMarketing
Additional Resources
Mobile
Pending
Contacts
Traffic Systems
Activities
ShareBuilder Pricing
General
Rate Card
Pacing
Forecasting
ShareBuilder Desktop (Citrix)
Citrix
Logging In
Rate Cards
Traffic Reports
ShareBuilder CRM Yield
Development Resources
CRM (ShareBuilder CRM)
ShareBuilder CRM (formerly Efficio)
Our media-focused CRM, lets your sellers handle their day to day tasks with ease.
Account Management
List Discrepancy
Manage Account Product Categories
How to Challenge an Account
Account Sharing
Where Are the Missing Account Category Exceptions?
Quick Account Add
Approve Account Requests
Account Files
Lead Management Module
Private Files
How to Determine Key Account Level
NRL Membership
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Your Profile & Settings
AE Default Business Units
Viewing Financials Gross vs Net
Set Your Default Mail App
Office 365 eMarketing Setup
Default Business Units
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Getting Started
Training Courses
10 Minutes A Day In ShareBuilder CRM
Add an Account
How to Log In to ShareBuilder CRM
Change Password
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Budgeting and Forecasting
Forecast Accuracy
How to Use the Account Goal Worksheet
What is Reforecasting?
How to Reforecast in ShareBuilder CRM
Budgeting and Forecasting in ShareBuilder CRM
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Tools
Lock & Delete a Team Member
Add Team Members to ShareBuilder CRM
Map Missing/New Revenue Categories
Merge Accounts
System Status
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Browser Support
Clear Microsoft Edge Cache
Clear Chrome's Cache
Clear Internet Explorer Cache
eMarketing
eMarketing in ShareBuilder CRM
What is eMarketing?
Additional Resources
AnalyticOwl
Change Account Category
vCreative
Multi-Business Unit Filters
Phone Support
Assign an Agency
Print the Account List
Converting Excel Into Google Docs
CRM AE Handbook
One on One for Managers
Managers Daily Guide in ShareBuilder CRM
One on One for AEs
Miller Kaplan
How to convert Excel files into Google Docs
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Mobile
Saving your login information on your Android device
Saving your login information on your iPhone or iPad
Getting started with the ShareBuilder CRM Android App
Getting started with the ShareBuilder CRM iOS App
Viewing Big Data Grids
Navigating ShareBuilder CRM Mobile
Sending the Customer Support team mobile screenshots
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Pending
Auto Close Pending
AE Stage Goals
How to Remove/ Close a Pending
One Activity updates all account pending
Pending Changes
Add Future Months to an Existing Pending
Adding Pending
Katz National Pending
Adding Pending - NPG version
How to Enter Pending Stage Goals on Report Card
How to Set Up/Change Pending Stages and % Confidence Defaults
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Contacts
Associate an Agency Contact with an Account
Where did my Imported Activities Go?
Private Contacts
Traffic Systems
Marketron
Visual Traffic
OSI Required Traffic Reports
Natural Log
Wide Orbit
S4M Required Reports and Upload Instructions
Radio Traffic
Marketron Yield Traffic System Reports
Importing Contacts from the Traffic System
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Activities
Use Sync with Additional Email Addresses
Sync From ShareBuilder CRM to Your Calendar
Sync Into ShareBuilder CRM From Your Calendar
Transfer Activities to New Account Owner
Bulk Import from Outlook Calendar
Bulk Export To Outlook Calendar
Bulk Export To Google Calendar
Activities
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