Contact and Company Information

Creating Contact lists and Smart lists

Creating contact lists, company lists, and smart lists By organizing your organization’s contacts and companies into lists, you can access the profiles you need in seconds. A Contact or Company list allows you to manually … Read More

Contacts Module – Contact & Smart Lists

Here is a video that will show you how to make both Contact Lists and Smart Lists.

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

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

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 article for more information. Opportunity … Read More

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

Opportunity Types & Stages

Opportunity Types Opportunities can be used to track leads and potential deals. In the Opportunity Set Up section of Contacts Settings, you can add, edit, or delete opportunity types. To customize opportunity types, go to Organization Settings – Contacts Settings … Read More

Public Lookup for Company Names

In order to reduce the probability of your members and attendees from generating duplicated companies in your Contacts database, we enabled the Public Lookup for Company names. This feature will allow public lookup for all company names in your Contacts during … Read More