GlassHive

Tyler Cofield

Giovanni Sanguily

Christian Martin

Sales Dashboard, Leads, Sales Team, Opportunities  

Sales

Sales Dashboard

Get a quick overview of the cumulative calls, emails, notes and wins of each sales professional on your team.

Sales Professional Dashboard

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

Sales Workspace/My Work

What are Qualified Leads?

This applies for anyone that has a Sales Admin Role

How to access My Qualified Leads

Qualified Lead Management Overview

Importance of Assigning Qualified Leads

How can I know which Leads have not been assigned?

How the Lead Score is determined in GlassHive. How are Lead Scores broken down?

Lead Score & Temperature

How can I adjust a contact's Lead Score?

Leads

Sales Activities Management and Tracking

Sales Team

Vendor Deal Registration

How can I view and find all the Opportunities that are in Progress, Won, or Lost?

Opportunities Summarized (Dashboard, Pipeline, and All Opportunities)

How can I create, edit, and delete an Opportunity? How do I create, edit, and delete an Opportunity Type?

Create, Edit, and Delete Opportunities

Creating & Using Solutions

Opportunities

Document Builder

What do I need to Setup in GlassHive in order to send my first email? How do I send an email in GlassHive?

One-to-One emails

How can I Duplicate, Edit, or Delete an email template?

Create 1-to-1 Email Templates

Accessing Drafts Of 1-To-1 Emails

Difference between Bulk Emails and One To One Emails

Bulk Emails Vs. One-To-One Emails

Sales Oriented Emailing

This article will cover how to set up the VoIP feature within GlassHive and how to make outbound phone calls to US phone numbers

VoIP

Find answers and get help from Intercom Support and Community Experts

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