Contacts | Glue Up Helpdesk

Opportunities 2.0

The Opportunities feature in Glue Up’s platform has been significantly upgraded to provide you with more powerful tools for managing your sales pipeline. This article will guide you through the new features and improvements that have been added to help … Read More

Opportunities Views

Glue Up Opportunities offers three distinct ways to visualize your deals and opportunities in the pipeline. These views help you analyze your business prospects from different perspectives, making it easier to manage and track your sales process. Let’s explore each … Read More

Removing Profile Photos

It is possible to delete uploaded profile pictures from the Glue Up platform. This function applies to both end-users and administrators. On the end-user side, if members or event attendees (anyone who has a Glue Up login account) wish to … Read More

Basic Search for Data Update Verification

Introduction The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This … Read More

Additional conditions on advanced filters

Introduction This feature’s primary goal is to make advanced filtering capabilities more robust and adaptable to diverse business scenarios. Users can now apply additional conditions, specifically “is not equal to,” to create more refined and powerful filters in CRM, … Read More

How to Import Single/Multiple Choice Fields

Introduction Single and multiple-choice fields are form fields that allow users to select one or more options from a predefined list. Single-choice fields only allow one option, while multiple-choice fields allow multiple … Read More

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

Country Codes

A country code is a short alphanumeric identification code for countries and dependent areas. Its primary use is in data processing and communications. Glue Up provides country codes represented as a two-letter code (alpha-2) which is recommended as the general-purpose … Read More

Industry Code

Glue Up provides industry codes for use during data import processes on the platform.These are acronyms for different industries in line with NAICS codes. Using codes saves time and avoids errors as instead of using an industry name,we can use … Read More

Field Settings and Form Management on Glue Up

Introduction Glue Up has recently introduced a redesign of its field and form creation processes, aiming to simplify the experience and enhance user satisfaction. This instructional article will guide you through the improved Field Settings and Form Editing … Read More