# GlassHive Help Center

> Advice and answers from the GlassHive Team

## ConnectWise Partner Resources 

- [ConnectWise Educational Courses](https://help.glasshive.com/en/articles/9327819-connectwise-educational-courses.md)

## Quick Start Guide

- [Where to start with GlassHive](https://help.glasshive.com/en/articles/5356581-where-to-start-with-glasshive.md): Here are some of the first things to do when getting started
- [What is a CRM?](https://help.glasshive.com/en/articles/5356577-what-is-a-crm.md): Learn who benefits from a CRM, why you should use one and what it should do for your business.
- [Utilizing the Design Studio](https://help.glasshive.com/en/articles/8614926-utilizing-the-design-studio.md)
- [Setting up Magic Branding](https://help.glasshive.com/en/articles/6505796-setting-up-magic-branding.md): Setup auto-branding. Brand your marketing materials.
- [Email Marketing Quick Start Guide](https://help.glasshive.com/en/articles/8659089-email-marketing-quick-start-guide.md)
- [Setting up your Sales & Marketing Team's KPIs/Quotas](https://help.glasshive.com/en/articles/2531667-setting-up-your-sales-marketing-team-s-kpis-quotas.md): How do I set up the Key Performance Indicators \(KPI's\) for sales team and individuals?
- [Categories](https://help.glasshive.com/en/articles/9892412-categories.md): Categories Tab
- [New Users Invite & Setup](https://help.glasshive.com/en/articles/2365986-new-users-invite-setup.md): How do I create my login username and password? How do I invite users?
- [User Roles](https://help.glasshive.com/en/articles/1702933-user-roles.md): What Users can and can't do in GlassHive.
- [Two-Factor Authentication](https://help.glasshive.com/en/articles/10581797-two-factor-authentication.md): Keep your account secure by enabling two-factor authentication
- [How To Change User Permissions/Role](https://help.glasshive.com/en/articles/7914909-how-to-change-user-permissions-role.md)
- [Notifications: What They Are & How to Customize Them](https://help.glasshive.com/en/articles/2390461-notifications-what-they-are-how-to-customize-them.md): Notifications, How to set Notifications,
- [Upload your personal Signature Block](https://help.glasshive.com/en/articles/2601621-upload-your-personal-signature-block.md): Saving Signature Block in your Account
- [Setting Up Individual Sales Quotas](https://help.glasshive.com/en/articles/7938440-setting-up-individual-sales-quotas.md): How to setup sales quotas?
- [How To Disable Users In GlassHive](https://help.glasshive.com/en/articles/11012608-how-to-disable-users-in-glasshive.md)
- [Vendor Partnership Opportunities](https://help.glasshive.com/en/articles/5930424-vendor-partnership-opportunities.md): 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.
- [Customize your GlassHive Account](https://help.glasshive.com/en/articles/6376784-customize-your-glasshive-account.md): Set status and verticals. Edit custom fields.
- [Where To Access Your Monthly Invoice/Billing Information](https://help.glasshive.com/en/articles/7915199-where-to-access-your-monthly-invoice-billing-information.md): Where do I find billing information?

## Marketing

- [Marketing Dashboard](https://help.glasshive.com/en/articles/2908541-marketing-dashboard.md): Who can view the Marketing Dashboard? What data is displayed?
- [Calendar](https://help.glasshive.com/en/articles/4424060-calendar.md): Calendar use and features
- [Warming Up Your Domain](https://help.glasshive.com/en/articles/9843423-warming-up-your-domain.md): Warm up your domain for sending emails from GlassHive to improve deliverability of your emails
- [Different Types of Emailing](https://help.glasshive.com/en/articles/7984270-different-types-of-emailing.md)
- [How To Set Up Graphical Campaigns](https://help.glasshive.com/en/articles/2475329-how-to-set-up-graphical-campaigns.md): How can I send my first Campaign? Can anyone from our sales team send campaigns?
- [How To Set Up Non-Graphical Campaigns](https://help.glasshive.com/en/articles/3065866-how-to-set-up-non-graphical-campaigns.md): Create plain text campaigns
- [How To Create Graphical Campaign Templates](https://help.glasshive.com/en/articles/2625715-how-to-create-graphical-campaign-templates.md): Create a campaign template from a previously sent campaign, from an existing template, or from scratch 
- [How To Create Non-Graphical Email Templates](https://help.glasshive.com/en/articles/8866936-how-to-create-non-graphical-email-templates.md)
- [Duplicate and Create Templates from Drafts](https://help.glasshive.com/en/articles/3207658-duplicate-and-create-templates-from-drafts.md): Follow the steps below to Duplicate any of your Draft campaigns and Create templates of any of your Graphical Draft Campaigns.
- [Create Duplicate and Create Templates from previously sent Campaigns](https://help.glasshive.com/en/articles/3212877-create-duplicate-and-create-templates-from-previously-sent-campaigns.md): What is the difference between Duplicating a sent campaign and creating a template from a sent campaign?
- [Formatting Campaigns](https://help.glasshive.com/en/articles/2831285-formatting-campaigns.md): How to edit colors and add columns
- [Campaign Builder Color Tools](https://help.glasshive.com/en/articles/3151619-campaign-builder-color-tools.md): Edit the colors in your email campaigns
- [Campaign Builder Global Settings](https://help.glasshive.com/en/articles/3311333-campaign-builder-global-settings.md): How to make edits in the settings on a graphical email
- [Scheduled Emails](https://help.glasshive.com/en/articles/5571810-scheduled-emails.md): Capabilities of the scheduling email page
- [Using Shared and Included with Subscription Email Templates](https://help.glasshive.com/en/articles/5371016-using-shared-and-included-with-subscription-email-templates.md): Save time by not starting from scratch each time
- [Email \[Insert\] Personalizations](https://help.glasshive.com/en/articles/5569121-email-insert-personalizations.md): Unlocking the Power of Personalization in Your Email Outreach
- [Using Marketing Collateral in Campaigns](https://help.glasshive.com/en/articles/2896299-using-marketing-collateral-in-campaigns.md): Add files from your Collateral Library straight to your campaigns
- [Use your signature for Non-Graphical Emails](https://help.glasshive.com/en/articles/3240973-use-your-signature-for-non-graphical-emails.md): How to select a signature for a plain text email
- [Set up your Company Signature](https://help.glasshive.com/en/articles/3294476-set-up-your-company-signature.md): How can I create a General Signature? Where can I use the Company Signature?
- [Graphical Templates in Bulk Emails](https://help.glasshive.com/en/articles/3025024-graphical-templates-in-bulk-emails.md): How to use graphical email templates in bulk emails
- [Scheduling Bulk Emails](https://help.glasshive.com/en/articles/3025031-scheduling-bulk-emails.md): Sending one email campaign to a selected group at once
- [Understanding the Results of a Campaign](https://help.glasshive.com/en/articles/3066157-understanding-the-results-of-a-campaign.md): Where can I see a campaign's result? What does the data mean?
- [Exporting Campaign Activities](https://help.glasshive.com/en/articles/3093497-exporting-campaign-activities.md): Export contact information for selected recipients of a sent email campaign
- [Open Tracking](https://help.glasshive.com/en/articles/5250099-open-tracking.md): How are opens tracked?
- [Open Rate](https://help.glasshive.com/en/articles/4544073-open-rate.md)
- [Click Rate](https://help.glasshive.com/en/articles/4543993-click-rate.md)
- [Unsubscribe Rate](https://help.glasshive.com/en/articles/4571168-unsubscribe-rate.md)
- [Email Bounces](https://help.glasshive.com/en/articles/4539763-email-bounces.md)
- [What is Spam Email?](https://help.glasshive.com/en/articles/4367890-what-is-spam-email.md): How can Spam Email be avoided?
- [Why isn't the campaign being sent to everyone on the list\(s\)?](https://help.glasshive.com/en/articles/3061833-why-isn-t-the-campaign-being-sent-to-everyone-on-the-list-s.md): How can I determine how many contacts will receive the campaign?
- [Sending Videos in an Email](https://help.glasshive.com/en/articles/2728736-sending-videos-in-an-email.md): How to Embed and Share Videos in Your Email Campaigns

## Sales

- [Sales Dashboard](https://help.glasshive.com/en/articles/3084802-sales-dashboard.md): What data is in the Sales Dashboard?
- [Sales Professional Dashboard](https://help.glasshive.com/en/articles/1724957-sales-professional-dashboard.md): Get a quick overview of the cumulative calls, emails, notes and wins of each sales professional on your team.
- [Important items to complete before your sales team starts reaching out to leads](https://help.glasshive.com/en/articles/3494510-important-items-to-complete-before-your-sales-team-starts-reaching-out-to-leads.md)
- [Sales Workspace/My Work](https://help.glasshive.com/en/articles/9886263-sales-workspace-my-work.md)
- [What are Qualified Leads?](https://help.glasshive.com/en/articles/9738688-what-are-qualified-leads.md)
- [How to access My Qualified Leads](https://help.glasshive.com/en/articles/2413752-how-to-access-my-qualified-leads.md): This applies for anyone that has a Sales Admin Role
- [Qualified Lead Management Overview](https://help.glasshive.com/en/articles/1703870-qualified-lead-management-overview.md): How to manage your Leads in GlassHive.
- [Importance of Assigning Qualified Leads](https://help.glasshive.com/en/articles/2999143-importance-of-assigning-qualified-leads.md): When do I assign leads?
- [How can I know which Leads have not been assigned?](https://help.glasshive.com/en/articles/2999257-how-can-i-know-which-leads-have-not-been-assigned.md): Where are unassigned leads?
- [Lead Score & Temperature](https://help.glasshive.com/en/articles/1701471-lead-score-temperature.md): How the Lead Score is determined in GlassHive. How are Lead Scores broken down?
- [How can I adjust a contact's Lead Score?](https://help.glasshive.com/en/articles/2905773-how-can-i-adjust-a-contact-s-lead-score.md): Steps to adjust the Lead Score
- [Sales Activities Management and Tracking](https://help.glasshive.com/en/articles/7938415-sales-activities-management-and-tracking.md)
- [Opportunities Summarized \(Dashboard, Pipeline, and All Opportunities\)](https://help.glasshive.com/en/articles/2351132-opportunities-summarized-dashboard-pipeline-and-all-opportunities.md): How can I view and find all the Opportunities that are in Progress, Won, or Lost?
- [Create, Edit, and Delete Opportunities](https://help.glasshive.com/en/articles/2365210-create-edit-and-delete-opportunities.md): How can I create, edit, and delete an Opportunity? How do I create, edit, and delete an Opportunity Type?
- [Creating & Using Solutions](https://help.glasshive.com/en/articles/8037770-creating-using-solutions.md)
- [Vendor Deal Registration](https://help.glasshive.com/en/articles/4487479-vendor-deal-registration.md)

## Contact Management 

- [Contact Profile](https://help.glasshive.com/en/articles/1701288-contact-profile.md): What a Contact is and how it's used in GlassHive.
- [Adding a Contact](https://help.glasshive.com/en/articles/1701353-adding-a-contact.md): How to add a Contact in GlassHive.
- [Editing a Contact](https://help.glasshive.com/en/articles/1701363-editing-a-contact.md): How to edit a Contact in GlassHive.
- [Customizing A Contact's Profile](https://help.glasshive.com/en/articles/7950854-customizing-a-contact-s-profile.md)
- [Contact Status](https://help.glasshive.com/en/articles/2386759-contact-status.md)
- [Searching for a Contact, Company, or List](https://help.glasshive.com/en/articles/2365579-searching-for-a-contact-company-or-list.md): Can I use key words to find an email faster? What are all the items that can be found through the search option?
- [Adding a Contact with NO Email Address](https://help.glasshive.com/en/articles/2971608-adding-a-contact-with-no-email-address.md): Different ways to add a contact without an email address
- [What is a Company?](https://help.glasshive.com/en/articles/1701439-what-is-a-company.md): What a Company is and how it's used in GlassHive.
- [Customizing A Company Profile](https://help.glasshive.com/en/articles/7981414-customizing-a-company-profile.md)
- [Editing A Company Record](https://help.glasshive.com/en/articles/1701461-editing-a-company-record.md): How to edit a Company in GlassHive.
- [Adding Verticals to Companies](https://help.glasshive.com/en/articles/3474385-adding-verticals-to-companies.md): Create a vertical for a company
- [Bulk Actions for Companies](https://help.glasshive.com/en/articles/3351311-bulk-actions-for-companies.md)
- [How to create Accounts](https://help.glasshive.com/en/articles/9985337-how-to-create-accounts.md)
- [Accounts](https://help.glasshive.com/en/articles/9984879-accounts.md)
- [How To Create Custom Fields For Companies](https://help.glasshive.com/en/articles/13792506-how-to-create-custom-fields-for-companies.md): How to create a custom field for a company
- [Merging companies](https://help.glasshive.com/en/articles/5571637-merging-companies.md): What happens when you merge companies in GlassHive?
- [Deleting a Company](https://help.glasshive.com/en/articles/1701462-deleting-a-company.md): How to delete a Company in GlassHive.
- [Bulk Delete Companies](https://help.glasshive.com/en/articles/3863814-bulk-delete-companies.md): Delete multiple companies at once
- [What is a List?](https://help.glasshive.com/en/articles/1702977-what-is-a-list.md): What Lists are and how they're used in GlassHive.
- [Create a List](https://help.glasshive.com/en/articles/2978267-create-a-list.md): How to create a list
- [Uploading a List](https://help.glasshive.com/en/articles/2368343-uploading-a-list.md): Is There a format that List files have to follow?
- [List Management](https://help.glasshive.com/en/articles/1703001-list-management.md): How to handle List Management in GlassHive.
- [Creating Views For Lists](https://help.glasshive.com/en/articles/7942800-creating-views-for-lists.md)
- [Deleting, Exporting, Merging, Renaming a List](https://help.glasshive.com/en/articles/2390477-deleting-exporting-merging-renaming-a-list.md): How do I get to the List Menu? How do I delete a List? How do I Export a List? How do I Merge a List? How do I Edit a List?
- [What Happens When A Contact Unsubscribes](https://help.glasshive.com/en/articles/2882154-what-happens-when-a-contact-unsubscribes.md): Where are contacts that unsubscribe?
- [Contacts that are not part of a list](https://help.glasshive.com/en/articles/2876317-contacts-that-are-not-part-of-a-list.md): What is the fastest way to add all these contacts to a list?

## Marketing Collateral

- [Upload a Link to the "Files" Library](https://help.glasshive.com/en/articles/3178169-upload-a-link-to-the-files-library.md)
- [Files Library](https://help.glasshive.com/en/articles/2510611-files-library.md): What is a "Files" Library in GlassHive? Why is the "Files" Library important? How do I get to the "Files" Library?
- [How To Use the Collateral Builder](https://help.glasshive.com/en/articles/4827175-how-to-use-the-collateral-builder.md): Design and build your own documents
- [Tips for Collateral Builds](https://help.glasshive.com/en/articles/5185014-tips-for-collateral-builds.md)
- [How To Use Collateral Templates](https://help.glasshive.com/en/articles/5374686-how-to-use-collateral-templates.md): What are the benefits of collateral templates? How can I use templates included with my subscription?
- [How to Upload Files into Your Library](https://help.glasshive.com/en/articles/9660536-how-to-upload-files-into-your-library.md)

## Automation

- [Differences between bulk action, 1-to-1 and Marketing emails](https://help.glasshive.com/en/articles/5356599-differences-between-bulk-action-1-to-1-and-marketing-emails.md): How do these features work and in what ways can they be used?
- [How To Create Journeys](https://help.glasshive.com/en/articles/3915506-how-to-create-journeys.md): How do I create marketing automations? How do I create sales automations?
- [Adding Contacts To A Live Journey](https://help.glasshive.com/en/articles/8001808-adding-contacts-to-a-live-journey.md)
- [How To Create Marketing Plans](https://help.glasshive.com/en/articles/4424033-how-to-create-marketing-plans.md): What is a Marketing Plan?
- [Using Magic Links](https://help.glasshive.com/en/articles/13747872-using-magic-links.md): Generate ready-to-send, branded emails in just a few clicks

## Reports

- [Using GlassHive's Reporting Metrics](https://help.glasshive.com/en/articles/5389206-using-glasshive-s-reporting-metrics.md): Increase transparency with real numbers
- [How To Schedule Reports](https://help.glasshive.com/en/articles/7934390-how-to-schedule-reports.md)
- [Marketing Reports & How To Export Them](https://help.glasshive.com/en/articles/8594289-marketing-reports-how-to-export-them.md)
- [Sales Reports & How To Export Them](https://help.glasshive.com/en/articles/8594299-sales-reports-how-to-export-them.md)
- [Email Health Reports In GlassHive](https://help.glasshive.com/en/articles/5426922-email-health-reports-in-glasshive.md): Easily see the success of your email campaigns all in one view.

## Vendor Marketplace 

- [How To Accept \(Or Revoke\) A Partner Invitation](https://help.glasshive.com/en/articles/7915247-how-to-accept-or-revoke-a-partner-invitation.md)