Sales

Sales Dashboard, Leads, Sales Team, Opportunities

15 articles in this collection
Written by Giovanni Sanguily, Erika Sanchez, and Andrew Crespo-Roman

Streamline your sales process with GlassHive

How can you gain efficiency?

Written by Erika Sanchez
Updated over a week ago

Monthly Qualified Lead Quota and Conversion Rates

How to edit Lead Quotas? How to edit conversion rates?

Written by Erika Sanchez
Updated over a week ago

Office365 Integration Benefits

How does O365 work for the team? Sales and account management? Why is the O365 integration important?

Written by Andrew Crespo-Roman
Updated over a week ago

Sales Dashboard

Sales Dashboard

What data is in the Sales Dashboard?

Written by Erika Sanchez
Updated over a week ago

Leads

How can I know which Leads have not been assigned?

Where are unassigned leads?

Written by Erika Sanchez
Updated over a week ago

Lead Management Overview

How to manage your Leads in GlassHive.

Written by Giovanni Sanguily
Updated over a week ago

Importance of Assigning Qualified Leads

When do I assign leads?

Written by Erika Sanchez
Updated over a week ago

How to access My Qualified Leads

This applies for anyone that has a Sales Admin Role

Written by Erika Sanchez
Updated over a week ago

The Lead Score

How the Lead Score is determined in GlassHive. How are Lead Scores broken down?

Written by Erika Sanchez
Updated over a week ago

How can I adjust a contacts Lead Score?

Steps to adjust the Lead Score

Written by Erika Sanchez
Updated over a week ago

Why do I have less leads now? Why don't I see My Qualified Leads?

Why is the List marked as Leads not showing in my Lead's list?Will my clients be shown as Qualified Leads if they click through campaigns?

Written by Erika Sanchez
Updated over a week ago

Sales Team

Activity Overview (Sales Professionals)

Get a quick overview of the cumulative calls, emails, notes and wins of each sales professional on your team.

Written by Erika Sanchez
Updated over a week ago

Sales Training

Sales Process that Leads to First Meeting

Written by Erika Sanchez
Updated over a week ago

Opportunities

Opportunities Summarized

How can I view and find all the Opportunities that are in Progress, Won, or Lost?

Written by Erika Sanchez
Updated over a week ago

Create, Edit, and Delete Opportunities

How can I create, edit, and delete an Opportunity? How do I create, edit, and delete an Opportunity Type?

Written by Erika Sanchez
Updated over a week ago