Contacts Management | Glue Up Helpdesk

Import and Export Contacts

Here is a video to show you how to import and export your Contacts!

Contacts Module – Contact & Smart Lists

Here is a video that will show you how to make both Contact Lists and Smart Lists.

Contacts Module – Introduction

This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:

Contacts Module – Opportunity Types and Stages

Here is a video to help define Opportunity Types and Stages.

Contacts Module – Opportunities

Here is a video that will show you how to utilize Opportunity Types and Stages.

Contacts Module – Field Settings

Here is a video that will show you how to set up Field Settings.

Contacts Module – Contact Profiles

Here is a video that will show you how to view and edit Contact Profiles.

Contacts Module – Form Customization

Here is a video to assist with customizing Contact forms!

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 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