Segment your CRM with Contact lists and Smart lists

Segment your CRM with Contact lists and Smart lists

Creating contact lists, company lists, and smart lists   Sorting your organization’s contacts and companies into lists lets you access the profiles you need in seconds. A contact list or company list allows you to add records manually into a … Read More
Customizing Your Contact Form And Creating Custom Fields

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
Adding and tracking opportunities

Adding and tracking opportunities

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 articles for … Read More
Managing Hybrid Events

Managing Hybrid Events

A hybrid event is an event where attendees can either join online or participate offline. In this article, you can find a few tips and best practices on using the Glue Up platform for publishing your hybrid events.   Which … Read More
Opportunity Types & Stages

Opportunity Types & Stages

Opportunity Types & Stages Opportunity Types   Opportunities can be used to track leads and potential deals. Click here to check the article “Adding and Tracking Opportunities”.   In the Opportunity Types section of Contacts Settings, you can add, edit, … Read More
Onsite Events

Onsite Events

Badges Attendee badges are an essential part of most in-person events as they identify attendees. With the Glue Up platform you can design, export, and print badges for your onsite event. Within the Events Module, go to 4. Manage and Badges … Read More
Merging contacts and companies

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
The Importance of a Digital Business Card

The Importance of a Digital Business Card

The Importance of a Digital Business Card Digital business cards are a new concept that’s been slowly advancing toward day-to-day use by leveraging smartphones. Its user adoption has been slow, but subtle hints at its emergence in 2020 are becoming … Read More
Assigning staff and check-in locations

Assigning staff and check-in locations

Assigning staff and check-in locations Before your event begins, you will need to determine where attendees can check in and whether you will have temporary staff members for your event. Adding and deleting temporary event staff Go to the Onsite … Read More