Pricing & CRM Support

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Pricing & CRM Support

ShareBuilder CRM

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 1:1 tool for Managers

Managers Daily Guide in ShareBuilder CRM

General

Clearing Your Browser's Cache

Logging into ShareBuilder CRM

Dashboard

1-on-1 Overview

Market - CRM's Home Page

Next Steps

Companies

Add, Transfer, or Delete an Account

All Companies

Approve, Challenge, or Share an Account

Assign an Agency

Export an Account List

Strategic Account Management

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Contacts

Associate an Agency Contact with an Account

Activity

Add an Activity

How to Find the Activity Timeline

Transferring Activities

Pending

Add Pending

Report Card

Sales Funnel

Stage Goals for Sellers

Understanding the Different Types of Pending

Update Pending Status

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Sales Analysis

Quick View

Budgets

Forecast

Options

Manage Activity Types

Manage Pending Stages and % Confidence Defaults

Manage Account Product Categories

Managing Team Members in ShareBuilder CRM

Integrations

Customizing your Connected Mailbox

How to Use assistant@share-builders.com

Setting Up your Connected Mailbox

ShareBuilder CRM API

SSO Client Setup Guide, OIDC

vCreative Integration

What is Connected Mailbox?

Zapier

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Mobile

Basic Navigation in the ShareBuilder App for CRM

ShareBuilder Mobile App