Course curriculum

  1. 1

    • 10 steps for a Successful Start
  2. 2

    • Glasshive's Bible

  3. 3

    • Upload your personal signature block

    • Notifications

    • Microsoft 365 Integration
  4. 4

    • Adding a contact

    • Searching for a Contact, Company, or List

    • Contact Status

    • Activities - Create, Edit, Delete

    • Bulk Actions for Contacts

    • Bulk Emails

    • How do I move a Contact to a different Company?

    • Unsubscribe and Subscribe contacts

    • Creating Verticals for Companies

    • Bulk Actions for Companies

    • Merging Companies

    • Contact Management Best Practices

    • Using Filters to Manage Contacts and Companies

    • Lists

    • Create a List

    • Uploading a list

    • I accidentally duplicated a List. What do I do?

    • Creating Views For Lists

    • Deleting, Exporting, Merging, Renaming a List

    • What Happens When A Contact Unsubscribes
  5. 5

    • Sales Dashboard

    • Lead Management Overview

    • How to access My Qualified Leads

    • Understanding Lead Scores

    • Adjusting Lead Scores

    • Streamline your sales process

    • Opportunities Summarized

    • Create, Edit, and Delete Opportunities

    • Creating & Using Solutions

    • One-to-One emails

    • Accessing Drafts Of 1-To-1 Emails

    • Bulk Emails Vs. One-To-One Emails
  6. 6

    • Use cases for marketing collateral
  7. 7

    • Creating Tasks For Contacts

    • Managing Tasks

    • Deleting and editing a task
  8. 8

    • How To Create Journeys

    • Adding Contacts To A Live Journey

    • How To Create A Marketing Plan

  9. 9

    • Using GlassHive's Reporting Metrics

    • How To Schedule Reports

    • Marketing Reports & How To Export Them

    • Sales Reports & How To Export Them

    • Email Health Reports In GlassHive
  10. 10

    • Document Signing