GlassHive

What an Activity is and how it's used in GlassHive.

What is an Activity?

How do I Create, Edit, and Delete Activities for a Contact?

Activities - Create, Edit, Delete

How do I send a Bulk Email ? How do I Merge Duplicates? How do I Assign, Change Status, or Move contacts to a different list ?

Bulk Actions For Contacts

Bulk Emails

How do I move a Contact to a different Company?

How to create a custom field for a contact

How To Create Custom Fields For Contacts

Get in depth knowledge on how to navigate contact management in GlassHive

Contact Management Best Practices

Filter your contacts. Manage your contacts. Create my views

Using Filters to Manage Contacts and Companies

We've developed a few new features for contact tables that will improve your experience

How To Create Custom Views

Creating Custom Activity Types

Unsubscribe and Subscribe contacts

Delete a Contact

Christian Martin

William Wettingfeld

Tyler Cofield

Contact Management 

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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