CRM Fields History

CRM Fields History

In an effort to provide more visibility into the CRM data update history, we have added additional details within the Data Update Verification section of the Contacts Module, called Data Update History Management. To access this section of the Contacts … Read More
Data Verification Settings (Contacts)

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

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 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

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 & 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 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

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