GlassHive

GlassHive Quick Overview Video

Share with us who your vendor partners are so we can keep you updated on the latest partner enablement programs.

MDF Programs - What vendors are you partnered with?

Getting started with your new account. Easily access basic set up steps.

Utilizing The User Guide

Here are some of the first things to do when getting started

Where to start with GlassHive

Setup SMS

Learn who benefits from a CRM, why you should use one and what it should do for your business.

What is a CRM?

Why do I see sendgrid.net in my GlassHive account?

Set status and verticals. Edit custom fields.

Customize your GlassHive Account

How To Access/Change Notification Settings

Important items to complete before your sales team starts reaching out to leads

Customize your collateral builds to include your unique brand.

Branding Collateral

Add or Invite a new Partner - Vendor Account

Can I use key words to find an email faster? What are all the items that can be found through the search option?

Searching for a Contact, Company, or List

How To Change User Permissions/Role

How To Accept (Or Revoke) A Partner Invitation

Where To Access Your Monthly Invoice/Billing Information

Jasmine Cue

William Wettingfeld

Erika Sanchez

Quick Start Guide

What Users are and how they work in GlassHive.

What is a User?

What Users can and can't do in GlassHive.

User Roles

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

New Users Invite & Setup

Can I manage the notifications sent to Users?

Notifications

User

How can I change my personal information? How can I terminate an employee on GlassHive without deleting the account?

Edit/Update Company Information

Upload your personal Signature Block

How do I set up the Key Performance Indicators (KPI's) for sales team and individuals?

Set up your Sales & Marketing Team's KPIs/Quotas

Christian Martin

Account

Microsoft 365 Integration

Salesforce Integration

Additional tools for your sales and marketing team

Using integrations in GlassHive

What is Email Authentication? What is a DKIM Integration? How does the DKIM Integration work?

Setting Up Your DKIM

ConnectWise Integration

ConnectWise Integration Permissions Required

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

How to use the PSA integration as a salesperson.

Can I use GlassHive Directly from ConnectWise?

How do contacts in ConnectWise sync into GlassHive?

How do Companies in ConnectWise sync into GlassHive?

Autotask Integration

How Google Analytics works with GlassHive.

Google Analytics Integration

HubSpot Integration

How Forms integration works in GlassHive.

Forms Integration

Integrations

Find answers and get help from Intercom Support and Community Experts

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