GlassHive

Christian Martin

Erika Lara

Giovanni Sanguily

Sales Dashboard, Leads, Sales Team, Opportunities  

Sales

Sales Dashboard

Sales Workspace/My Work

What are Qualified Leads?

This applies for anyone that has a Sales Admin Role

How to access My Qualified Leads

Qualified Lead Management Overview

Importance of Assigning Qualified Leads

How can I know which Leads have not been assigned?

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

Lead Score & Temperature

How can I adjust a contact's Lead Score?

Leads

Sales Activities Management and Tracking

Setting Up Individual Sales Quotas

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

Sales Professional Dashboard

Sales Team

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

Opportunities Summarized (Dashboard, Pipeline, and All Opportunities)

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

Create, Edit, and Delete Opportunities

Creating & Using Solutions

Vendor Deal Registration

Opportunities

Document Builder

What do I need to Setup in GlassHive in order to send my first email? How do I send an email in GlassHive?

One-to-One emails

How can I Duplicate, Edit, or Delete an email template?

Create 1-to-1 Email Templates

Accessing Drafts Of 1-To-1 Emails

Difference between Bulk Emails and One To One Emails

Bulk Emails Vs. One-To-One Emails

Sales Oriented Emailing

Find answers and get help from Intercom Support and Community Experts

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