Contacts End User Experience

• Public Lookup for Company Names

Contacts Resources

• Function and Role Codes
• Manage deleted contacts
• Country Codes
• Industry Code

Contacts FAQs

• Changing end user email with registered account
• How do I add a task or note to a contact?
• How do I know if a contact has a Glue Up user account?
• How do I delete a contact or company?

Contacts Operations

• Different Ways to Segment Contacts
• Create and Manage Smart Lists
• Bulk Actions in Contacts Module
• Merge companies contacts
• Understand contact information to assist end-users
• How to import contacts in single choice, multiple-choice choice and cascading field

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Contacts Settings

• Types of Fields in Field Settings
• Creating Fields in Field Settings and Adding Them to the Form
• Customizing Your Contact Form And Creating Custom Fields
• Tracking import and export list
• How to use Cascading Choice

Opportunity

• Opportunities Overview
• Opportunities advanced options (paid option)
• Adding and tracking opportunities
• Opportunities Views
• Opportunities
• How to get the best of ‘My Tasks’

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