Updating a Contact’s Email Address
Scenario 1: The new email address is not associated with an existing contact In the Contacts module, update the contact’s ...
Read More
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 ...
Read More
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 ...
Read More
Read More
Merging contacts and companies
Merging contacts and companies You can merge contacts into to reduce any duplicate data you may in the CRM. Multiple ...
Read More
Read More
Importing Contacts in Bulk
Importing Contacts in Bulk Migrating your data to Glue Up is a major milestone to improve your usage of the ...
Read More
Read More