Managing Prospects and Customers

This page is dedicated to effectively managing customers and prospects in the database. The program we are using is called Sharpspring. It is easy to use. Below I have posted some videos that explain the basics.

Overview of CRM Functionality

This video gives you an overview of the CRM functions within Sharpspring. There are some aspects you will not use, but it is beneficial to see the features and how we are using this tool to maintain a dialog with prospects and referral sources and generate more future business.


Manually Adding a Lead


Managing Your Pipeline

This video shows a “traditional” pipeline. Algonquin will have slightly different “stages” of the sale to best match your process.


Creating and Editing a Lead