Pricing & CRM Support
Go to share-builders.com
ShareBuilder CRM
ShareBuilder CRM
Training
General
Dashboard
Companies
Contacts
Activity
Pending
Sales Analysis
Options
Integrations
Mobile
ShareBuilder Pricing
Inventory
Forecasting
Rate Card
Holding Capacity
General
Pacing
ShareBuilder Desktop (Citrix)
Traffic Reports
Rate Cards
Price Plan
Logging In
Citrix
Back to home
Pricing & CRM Support
ShareBuilder CRM
ShareBuilder CRM
Training
General
Dashboard
Companies
Contacts
Activity
Pending
Sales Analysis
Options
Integrations
Mobile
ShareBuilder Pricing
Inventory
Forecasting
Rate Card
Holding Capacity
General
Pacing
ShareBuilder Desktop (Citrix)
Traffic Reports
Rate Cards
Price Plan
Logging In
Citrix
ShareBuilder CRM
Designed for media sales teams, our platform simplifies account management, tracks pending dollars, and provides powerful financial reporting.
Training
10 Minutes A Day In ShareBuilder CRM
How to Utilize One on One tool for Managers
Managers Daily Guide in ShareBuilder CRM
AE Training 1
AE Training 2
AE Training 3
See more
General
Clearing Your Browser's Cache
Multi-Factor Authentication (MFA)
How to Log In to ShareBuilder CRM
Forgot My Password for ShareBuilder CRM
Dashboard
Dashboard - CRM's Home Page
1-on-1 Overview
Next Steps
Companies
Approve Account Requests
Account Sharing
Leads
All Companies
Merge Accounts
Account Files
Change Account Category
How to Export the Account List
Assign an Agency
How to Transfer Accounts
How to Challenge an Account
Add an Account
See more
Contacts
Associate an Agency Contact with an Account
Activity
Transferring Activities
Add an Activity
How to Find the Activity Timeline
Activities
Pending
How to Remove or Close a Pending
Sales Funnel
Precision Pending
Understanding the Different Types of Pending
Add Future Months to an Existing Pending
How to Add AE Stage Goals
Adding Pending
Pending Changes
How to Set Up/Change Pending Stages and % Confidence Defaults
Auto Close Pending
Adding Pending - NPG version
See more
Sales Analysis
Determine Key Account Level
Setting Secondary Budgets
SA Navigation
Sales Analysis
Setting Budgets
Sales Analysis Navigation
See more
Options
Lock & Delete a Team Member
Manage Account Product Categories
Add Team Members to ShareBuilder CRM
Where Are the Missing Account Category Exceptions?
Manage Activity Types
See more
Integrations
Zapier
vCreative Integration
Setting Up your Connected Mailbox
How to Use assistant@share-builders.com
Customizing your Connected Mailbox
What is Connected Mailbox?
ShareBuilder CRM API
SSO Client Setup Guide, OIDC
See more
Mobile
ShareBuilder Mobile App
Basic Navigation in the ShareBuilder App for CRM
.png?height=120&name=ShareBuilders%20Logo%20(07052023).png)