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Quick Start Guide
Quick Start Guide
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34 articles in this collection
Written by
William Wettingfeld,
Erika Sanchez,
Andrew Crespo-Roman
and 1 other
MDF Programs - What vendors are you partnered with?
Share with us who your vendor partners are so we can keep you updated on the latest partner enablement programs.
Written by
Andrew Crespo-Roman
Updated over a week ago
December 2021 Release Notes
Written by
Erika Sanchez
Updated over a week ago
Where to start with GlassHive
Here are some of the first things to do when getting started
Written by
Erika Sanchez
Updated over a week ago
What is a CRM?
Learn who benefits from a CRM, why you should use one and what it should do for your business.
Written by
Erika Sanchez
Updated over a week ago
GlassHive Vendor Partner Set Up Guide
Written by
Andrew Crespo-Roman
Updated over a week ago
Onboarding Checklist and Tours
Checklist and Tours
Written by
Erika Sanchez
Updated over a week ago
What are Product Tours?
Written by
Erika Sanchez
Updated over a week ago
Important items to complete before your sales team starts reaching out to leads
Written by
Erika Sanchez
Updated over a week ago
Branding Collateral
Customize your collateral builds to include your unique brand.
Written by
Jasmin Gonzalez
Updated over a week ago
Add or Invite a new Client - Agency Account
What is a GlassHive Client ID?
Written by
Erika Sanchez
Updated over a week ago
Onboarding a Salesperson
Written by
Erika Sanchez
Updated over a week ago
Searching for a Contact, Company, or List
Can I use key words to find an email faster? What are all the items that can be found through the search option?
Written by
Erika Sanchez
Updated over a week ago
User
What is a User?
What Users are and how they work in GlassHive.
Written by
William Wettingfeld
Updated over a week ago
User Roles
What Users can and can't do in GlassHive.
Written by
William Wettingfeld
Updated over a week ago
New User Invite Instructions
How do I create my log in username and password?
Written by
Erika Sanchez
Updated over a week ago
Invite your Team!
Written by
Erika Sanchez
Updated over a week ago
Notifications
Can I manage the notifications sent to Users?
Written by
Erika Sanchez
Updated over a week ago
Account
Edit/Update Profile
How can I change my personal information? How can I terminate an employee on GlassHive without deleting the account?
Written by
Erika Sanchez
Updated over a week ago
Signature Block
Saving Signature Block in your Account
Written by
Erika Sanchez
Updated over a week ago
Teams Monthly Sales and Marketing Quota
How do I set up the Key Performance Indicators (KPI's) for sales team and individuals?
Written by
Erika Sanchez
Updated over a week ago
Integrations
Salesforce Integration
Written by
William Wettingfeld
Updated over a week ago
Using integrations in GlassHive
Additional tools for your sales and marketing team
Written by
Erika Sanchez
Updated over a week ago
DKIM
What is a DKIM Integration? How does the DKIM Integration work?
Written by
William Wettingfeld
Updated over a week ago
ConnectWise 3.0
Written by
Erika Sanchez
Updated over a week ago
ConnectWise Integration Permissions Required
Written by
Erika Sanchez
Updated over a week ago
How do contacts in ConnectWise sync into GlassHive?
Can I use GlassHive Directly from ConnectWise?
Written by
Erika Sanchez
Updated over a week ago
How do Companies in ConnectWise sync into GlassHive?
Written by
Erika Sanchez
Updated over a week ago
Autotask Integration
How Autotask works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago
Google Analytics Integration
How Google Analytics works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago
HubSpot Integration
How HubSpot works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago
Campaign Monitor Integration
How Campaign Monitor works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago
Office 365 Integration
How Office 365 works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago
Forms Integration
How Forms integration works in GlassHive.
Written by
William Wettingfeld
Updated over a week ago
Wistia Integration
How Wistia works with GlassHive.
Written by
William Wettingfeld
Updated over a week ago