Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both 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 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
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