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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Tracking Your Websites in Lead Gen & CRM Website tracking is made possible through utilizing tracking codes. This allows you to connect with the Lead Gen & CRM platform and take advantage of all the tools it has to offer. Last Updated 12/04/23
Available Lead Gen & CRM Merge Variables A merge variable is a placeholder value that represents a specific contact’s field value. When an email is sent to a lead, the merge variable is dynamically populated with the value of the field in their contact record, to add an extra layer of personalization to the communication. Last Updated 07/10/24
Creating Custom Fields Lead Gen & CRM has system fields (firstName, lastName, email, and the like) that you can use for each lead created in or imported into Lead Gen & CRM. There will be times where you want to track data that is non-standard, like a preferred time to call, a favorite sports team, and so on. Last Updated 05/10/25
Authenticating Emails: DKIM, SPF, and DMARC Policy Google, Microsoft, and other Internet service providers (ISPs) check your emails to see if the domain you are sending from (such as you@yourcompany.com) is authenticated. This is the information they need to recognize you and your clients as trusted senders. Last Updated 03/12/25
Available Lead Gen & CRM System Fields Lead Gen & CRM has system fields (First Name, Last Name, Email, and the like) that you can use for each lead created or imported into Lead Gen & CRM. These system fields are important, as they determine information attached to these leads. These fields are also tied into major features of the platform, such as form fields or email merge variables. Last Updated 07/10/24
Creating Hidden Fields Hidden fields are fields that are invisible to a person who is filling out the form. Learn how to create hidden fields and collect information that cannot be edited by a user. Last Updated 03/12/25
Enabling Landing Page Sites To design landing pages and blogs in Lead Gen & CRM, you need to enable a landing page site. Learn the process for setting up landing pages for the first time. Last Updated 03/12/25
Activating New Lead Gen & CRM Accounts To use a Lead Gen & CRM account, you must first verify your account, accept the Terms of Service, and provide a legitimate postal address. Last Updated 06/24/24
SharpSpring's Rebrand to Lead Gen & CRM SharpSpring has rebranded to Lead Gen & CRM and will continue to be developed by Constant Contact. Last Updated 02/18/25
Organizing the File Manager Learn how to create and delete folders, move, rename, download, and favorite files, as well as how to work with Zip files to keep your File Manager organized. Last Updated 07/11/24
