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Quick Start Guide
Quick Start Guide
Start using your account right away!
Jasmine Cue avatarWilliam Wettingfeld avatarErika Sanchez avatar
By Jasmine and 6 others7 authors36 articles
GlassHive Quick Overview Video
MDF Programs - What vendors are you partnered with?
Utilizing The User Guide
Where to start with GlassHive
Setup SMS
What is a CRM?
Why do I see sendgrid.net in my GlassHive account?
Customize your GlassHive Account
How To Access/Change Notification Settings
Important items to complete before your sales team starts reaching out to leads
Branding Collateral
Add or Invite a new Partner - Vendor Account
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

User


What is a User?
User Roles
New Users Invite & Setup
Notifications

Account


Edit/Update Company Information
Upload your personal Signature Block
Set up your Sales & Marketing Team's KPIs/Quotas

Integrations


Microsoft 365 Integration
Salesforce Integration
Using integrations in GlassHive
Setting Up Your DKIM
ConnectWise Integration
ConnectWise Integration Permissions Required
How to use the PSA integration as a salesperson.
How do contacts in ConnectWise sync into GlassHive?
How do Companies in ConnectWise sync into GlassHive?
Autotask Integration
Google Analytics Integration
HubSpot Integration
Forms Integration
GlassHive Help Center
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