Sales

Sales Dashboard, Leads, Sales Team, Opportunities

15 articles in this collection
Written by Giovanni Sanguily and Erika Sanchez

Streamline your sales process with GlassHive

How can you gain efficiency?

Written by Erika Sanchez
Updated over a week ago

Individual Monthly Sales Quota

Written by Erika Sanchez
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

What is a Lead?

What is a Lead? What is "My Lead"? Why don't I see any Leads?

Written by Erika Sanchez
Updated over a week ago

How can I know which Leads have not been assigned?

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 Leads

When do I assign leads?

Written by Erika Sanchez
Updated over a week ago

How can I access hot leads that are only assigned to me?

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 any leads?

Why is the List marked as Leads not showing in my Leads Module?Will my clients be shown as leads if they click through the 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