Event Details

Do you want to learn how to manage your contacts more efficiently and effectively with Glue Up?


Join our group training session and discover the power of the CONTACTS MODULE. You will learn how to create, import, export, segment, and update your contacts with ease. You will also learn how to use the CRM features to track your interactions, tasks, and opportunities with your contacts. Whether you are a beginner or an advanced user, this session will help you master the Contacts Module and take your relationship management to the next level. Don't miss this opportunity to boost your skills and grow your network with Glue Up.


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Topics covered in this session:

  • Importing and exporting contacts and organizations
  • Adding filters and custom fields to your contacts and organizations
  • Creating and updating opportunities and deal stages
  • Assigning and completing tasks with reminders and notifications
  • Viewing contact and organization profiles with activity history
  • Using smart lists and advanced search to segment your contacts
  • Generating reports and dashboards to measure your CRM performance

Community

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