Quick Start Guide

GlassHive Quick Overview Video

GlassHive Demo

Written by Andrew Crespo-Roman
Updated over a week ago

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

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

Setup SMS

SMS settings? How to set up SMS.

Written by Andrew Crespo-Roman
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

Customize your GlassHive Account

Set status and verticals. Edit custom fields.

Written by Andrew Crespo-Roman
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 Partner - Vendor Account

What is a GlassHive Client ID?

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

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 Users Invite & Setup

How do I create my login username and password? How do I invite users?

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

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

Upload your personal Signature Block

Saving Signature Block in your Account

Written by Erika Sanchez
Updated over a week ago

Set up your team's KPI's

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

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 to use the PSA integration as a salesperson.

How to use ConnectWise integration How to use AutoTask integration Syncing data to ConnectWise Syncing Data to AutoTask

Written by Andrew Crespo-Roman
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