Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Data Verification Settings (Contacts)
The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. In other words, if members or event attendees change their contact information, you can approve or decline those … Read More
Segment your CRM with Contact lists and Smart lists
Creating contact lists, company lists, and smart lists Sorting your organization’s contacts and companies into lists lets you access the profiles you need in seconds. A contact list or company list allows you to add records manually into a … Read More
Customizing Your Contact Form And Creating Custom Fields
Customizing Your Contact Form Your ‘Contact Form’ allows you to collect and enter pertinent data related to any contact saved within Glue Up. Glue Up provides you with a basic contact form template, which you can update with additional fields. … Read More
Adding and tracking opportunities
Adding and tracking opportunities Opportunities can be used to track leads and potential deals. Any contact or company in the Contacts module can be tracked as an opportunity. Be sure to check out the opportunity types and stages articles for … Read More
Opportunity Types & Stages
Opportunity Types & Stages Opportunity Types Opportunities can be used to track leads and potential deals. Click here to check the article “Adding and Tracking Opportunities”. In the Opportunity Types section of Contacts Settings, you can add, edit, … Read More
Managing your Contacts: Individual Contact and Company Profiles
Managing Individual Contact and Company Profiles The Glue Up Contacts Module helps you conveniently organize, edit and find information regarding your organization’s contacts and companies. Contacts Adding Contacts To start to add a new contact, go to Contacts > Contacts … Read More
Public Lookup for Company Names
In order to reduce the probability of your members and attendees from generating duplicated companies in your CRM, we enabled the Public Lookup for Company names. This feature will allow public lookup for all company names in your CRM during event … Read More