Contacts Management | Glue Up Helpdesk

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

Troubleshooting CRM and Membership Bulk Import

Troubleshooting CRM and Membership Bulk Import In order to ensure a successful bulk import of contacts and memberships into Glue Up, it is important to properly format and clean up your data. Here are some tips to help … Read More

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

Basic Search for Data Update Tab

Introduction The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This … Read More

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.