Contacts Module – Contact Profiles
Here is a video that will show you how to view and edit Contact Profiles.
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
Contacts Module – Opportunities
Here is a video that will show you how to utilize Opportunity Types and Stages.
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
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
Tracking imports for CRM contacts
Tracking imports for Contacts Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported contact information: Click the double-gear icon … Read More
Downloading Contact and Company Information
Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information: Exporting information for one or multiple contacts Go Contacts > Contacts or … 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 contacts and multiple companies can be respectively merged together. Make sure to check out the downloading contact and company article … 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 platform and what you can get out of it. Follow our step-by-step guide below to import contacts into the platform: … Read More
Glue Up V5
New Dashboards & CRM profile updates For the past few months, we have been working tirelessly to bring you a completely new Glue Up experience. This major update (Glue Up 5.0) includes customizable Dashboards, upgraded CRM and better data management. … Read More