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Customize your GlassHive Account
Customize your GlassHive Account

Set status and verticals. Edit custom fields.

Andrew Crespo-Roman avatar
Written by Andrew Crespo-Roman
Updated over a week ago

In GlassHive there are many customization factors to help improve your workflow all while making marketing and sales, fun and easy.

To access these features, click Profile Picture > Admin > Customizations

  • Account Email Signature

    The account email signature is used for your plain text campaigns. Rather than sending an email with your signature, set up a general signature for the account.

  • Branding Options -- email, landing pages, collateral

    Maintain consistent branding by setting your branding options for email, landing pages, and collateral. When you update your branding, all your emails, landing page, and collateral builds will update automatically.

  • Services:

    This allows you to create your services that you offer companies and attach them to their Client Solutions Roadmap.

  • Solutions:

    Allows you to add line items directly into opportunities. These should mirror your services offered as well as possibly one off solutions such as hardware etc...

  • Company Type

    Define who this client is to you.

  • Contact Statuses

    Define what stage of the sales process contacts are in.

  • Opportunity Types

    Define the different types of services you are selling.

  • Opportunity Stages

    Define the different stages of an opportunity as well as allowing the user to define the win probability.

  • Verticals

    Define the verticals (industries) that companies are in.

  • Collateral Categories

    Define what categories different Collaterals (content, media, etc.) belong to.

  • Journey Categories

    Add Journey categories to your account to organize your journeys for quick access.

  • Custom Contact & Company Fields'

    Custom fields can make your marketing campaign more efficient in gathering important information from your leads

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