Here is a video to show you how to import and export your Contacts!
In order to reduce the probability of your members and attendees from generating duplicated companies in your CRM, we enabled the Public Lookup for Company names. This feature will allow public lookup for all company names in your CRM during event … Read More
Here is a video to assist with customizing Contact forms!
Here is a video to help define Opportunity Types and Stages.
Renaming and deleting contact & company lists Lists are a great way to keep your contacts and companies organized, although effective management of your contact and company lists is critical to keeping your data organized. Follow the process below to … Read More
Importing Contacts in Bulk Migrating your data to Glue Up is a major milestone to improve your usage of the platform and what you can get out of it. Follow our step-by-step guide below to import contacts into the platform: … Read More
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
Tracking imports for CRM contacts Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported CRM contact information: Tracking imports … Read More
Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Make sure to check out the merging contacts and companies article in order to get even more information on the topic of contact … Read More
New Dashboards & CRM profile updates For the past few months, we have been working tirelessly to bring you a completely new Glue Up experience. This major update (Glue Up 5.0) includes customizable Dashboards, upgraded CRM and better data management. … Read More