Contacts Module – Contact Profiles
Here is a video that will show you how to view and edit Contact Profiles.
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
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
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
Tracking imports for CRM contacts
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
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
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
Importing Contacts in Bulk
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
Renaming and deleting contact & company lists
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