1. What is the unique identifier for Contacts and Companies?
for Contacts - email address, for Companies - company name for Contacts - mobile phone, for Companies - company name for Contacts - email address, for Companies - company ID 2. How to add new contacts to the platform?
Add manually one by one from Contacts section Import an Excel file from Contacts section All the above 3. Can you overwrite existing contacts information during import?
Yes No 4. What are the most common reasons for the import to fail?
The file contains duplicated contacts The email addresses format is incorrect The email address was not inserted All the above 5. What’s the difference between contact and smart lists?
Smart list is based on a certain criteria/Contact list combines different contacts not necessarily based on any common criteria Contact list is dynamic and Smart list is static 6. How to create a smart list?
Filter the existing contacts based on a certain criteria and press “Save as a smart list” Select 2 or more contacts and merge it into one list Press on “Create a smart list” and add/import any contacts 7. Can all team members import and export contacts?
Yes, everyone who’s added as a team member No, it depends on the roles and permissions of each team member 8. What is section Opportunities used for?
To track sales and sponsorship opportunities To track potential membership opportunities All of the above 9. Can Tasks to team members be created from My Tasks?
Yes, only from My Tasks No, also from Contacts, Events and Memberships modules 10. What does a green icon next to user’s profile name mean?
The user has registered My Glue account The user is a member The user is a speaker Your Details Your Name
Your Email Address
Organization Name