Creating Contact lists and Smart lists

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
Additional conditions on advanced filters

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
Country Codes

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

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
Updating a Contact’s Email Address

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 email address directly from their profile. The new email address will replace the old one in all existing memberships and … Read More