GlassHive

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

Where to start with GlassHive

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

What is a CRM?

Utilizing the Design Studio

Setup auto-branding. Brand your marketing materials.

Setting up Magic Branding

Email Marketing Quick Start Guide

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

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

Christian Martin

Tyler Cofield

William Wettingfeld

Quick Start Guide

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

New Users Invite & Setup

What Users can and can't do in GlassHive.

User Roles

Keep your account secure by enabling two-factor authentication

Two-Factor Authentication

How To Change User Permissions/Role

Notifications: What They Are & How to Customize Them

Upload your personal Signature Block

Setting Up Individual Sales Quotas

How To Disable Users In GlassHive

User

See which vendors we're already partnered with and share with us who your vendor partners are so we can keep you updated on new incentives.

Vendor Partnership Opportunities

Set status and verticals. Edit custom fields.

Customize your GlassHive Account

Where To Access Your Monthly Invoice/Billing Information

Account

Find answers and get help from Intercom Support and Community Experts

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