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Managing Individual Contact and Company Profiles

 The Glue Up Contacts Module helps you conveniently organize, edit and find information regarding your organization’s contacts and companies. 

Contacts

Adding Contacts

To start to add a new contact, go to Contacts > Contacts (your contact list), and select the+ Add Contact‘ button in the upper right corner. Next, add in all of the desired information for the contact- the email address is a mandatory field required by Glue Up for all contacts. To finish, click Submit to add the contact. If you would like to add additional fields to the form to collect more data regarding your contacts, check this article.

 

 

Editing and Navigating Contact Profiles

All data available for each contact is stored and visible within their Contact Profile. This data includes the contact information, assigned tasks, event registrations, attendance records, speaker history, memberships, campaigns, subscriptions, related committees, uploaded documents, and opportunities related to the contact. Corresponding engagement metrics based on the participation in your organization’s activities, as well as an activity timeline, are also available for each contact within the Contact Profile.

Click on the Profile Information tab to update contact information for any particular individual contact or company. Click Save to save any changes.

Managing your Contacts:

 

Tip: While looking at an individual’s Contact Profile, you may see a green Glue Up badge next to the contact’s name. This badge indicates that the contact has registered a Glue Up account with the email address listed in the contact profile.

Managing your Contacts

Sorting Contacts with the List Selector

Sort contacts in the main screen of the Contacts Module by clicking the down arrow on the list selector. First, the list selector defaults to show All Contacts. Create additional Contact Lists or sort contacts by different Glue Up List Selector options within the List Selector.

Managing your Contacts: Individual Contact and Company Profiles

List Selector options include:

  • ‘All Contacts’: View all contacts in the Contact database.
  • ‘My Lists’: View contact lists that you have created or are listed as the «owner» for.
  • ‘All Subscribers’: View all contacts that have subscribed to any of your organization’s subscription lists.
  • ‘All Committee Contacts’: View all contacts that belong to your organization’s committee lists.
  • ‘All Active Members’: View all contacts that have an active membership with your organization.
  • ‘All Event Speakers’: View all contacts that are currently or have previously been set as a speaker for an event you have hosted within the Glue Up Events Module.
  • ‘Smart Lists’: View all saved filtered contact lists. Smart lists sort contacts through specific field data parameters. Click here to learn more.
  • ‘Contact Lists’: View all manually entered contact lists that have been created by team members from your organization. Click here to learn more.
  • ‘Subscriptions’: View contacts that have subscribed to a specific subscription list.
  • ‘Committee Lists’: View contacts that are a part of a specific committee list.

 

Managing Contacts with Quick-Access Icons

Use any of the quick-access icons to manage your organization’s contacts.

Managing your Contacts: Individual Contact and Company ProfilesQuick-access icons include:

  • 1. Search: Click the magnifying glass icon to quickly search contacts.
  • 2. Filter: Click the filter icon to narrow your search results. For more information about filtering your search, click here.
  • 3. Export: Click the export icon to download all contacts included in your search or filtered list as an Excel file.
  • 4. Show/Hide Columns: Click the show/hide icon and select Manage displayed columns to customize your table display. The Contact list can be sorted by default fields and organization custom fields.

 

Tip: If you want to add, delete, or edit contact fields, click the show/hide icon and select Configure Contact Fields Settings. This will redirect you to the Contact Fields section of your organization’s Contact Settings.

Managing your Contacts: Individual Contact and Company Profiles

Fast Actions for Contact Profiles

In the Contacts module’s Contacts list, click the three dots icon in the row of your desired contact to perform fast actions related to that contact.

Fast actions include:

Managing your Contacts: Individual Contact and Company Profiles

  • ‘View Contact Profile’: View the contact’s profile and all information related to the contact.
  • ‘Add Note’:  Add a note related to the contact in their Contact Profile.
  • ‘Add New Task’: Assign a task related to this contact to an organization’s team member.
  • ‘Add Opportunity’: Create a new opportunity related to this contact.
  • ‘Send Email Campaign’: Send a Glue Up campaign email to the contact. You can either create a new campaign or select an existing draft campaign and proceed with the setup process.
  • ‘Create Membership Application’: Manually start the process of adding the contact as a member of your organization.
  • ‘Change Owner’: Assign the contact to an organization’s team member who will be the contact’s «Owner».
  • ‘Delete’:  Delete the contact from the Contact database. All information related to the contact will be lost.
Managing Multiple Contacts Simultaneously

In the main Contacts list, select one or more checkboxes that appear to the left of contact names. At the top of the list, a group action button with a dropdown of multiple actions will appear.

Managing your Contacts: Individual Contact and Company Profiles

 


Companies

Adding Companies

Under Contacts > Companies list, first, click the+ Add Company‘  button to add a new company to your Company database. Secondly, enter the company’s name and general information and choose an ‘owner’, if applicable. Finally, click Submit to add the company to the CRM.

Managing your Contacts: Individual Contact

 

Editing and Navigating Company Profiles

Company Profiles are very similar to Contact Profiles. A Company’s Profile displays all information associated with the particular company. This includes company contact information, related individual contacts, membership information, and event sponsorship information.

First, select the Profile Information tab to update or add any company contact information. Next, click Save to save edits.

Managing your Contacts: Individual Contact and Company

 

Sorting Companies with the List Selector

Sort companies in your Companies list by clicking the down arrow that is part of the list selector. The company list selector functions the same way as the individual contact list selector.  To start, the list selector defaults to show All Companies.

List selector options include:

managing your contacts screenshots

 

 

 

  • All Companies: View all companies in the company database.
  • My Companies: View all companies that you are listed as the «owner» of.
  • All Active Members: View all companies that are current members of your organization.
  • All Event Sponsors: View all companies that have been listed as a sponsor for any event created within the Glue Up platform.
  • Smart Lists: View saved filtered company lists. Click here to learn more.
  • Contact Lists: View manually managed company lists. Click here to learn more.

 

 

 

 

Managing Companies with Quick-Access Icons

Use quick-access icons to manage your organization’s companies. Find definitions for the Quick-access icons above in the Contacts section.

Managing your Contacts: Individual Contact and Company Profiles

Fast Actions for Company Profiles

In the Companies section, click the three dots icon to the right of the desired company to view available fast actions related to that company.

Fast actions include:

  • ‘View Contact Profile’: View the company’s profile information.
  • ‘Add Note’: Add a note to their activity timeline.
  • ‘Add New Task’: Assign a new task related to this company to yourself or a team member.
  • ‘Add Opportunity’: Add an opportunity related to this company.
  • ‘Create Membership Application’: Manually add a corporate membership for this company.
  • ‘Change Owner’: Assign the company to a team member.
  • ‘Delete’: Delete the company from the company database. All information is lost upon deletion.

 

 

Managing Multiple Companies Simultaneously

In the main Companies list, select one or more checkboxes that appear to the left of company names. Next, at the top of the list, a group action button with a dropdown of multiple actions will appear.

Managing your contacts screenshot