Client Onboarding Resources
Key resources and information regarding GloveBox's launch and rollout process.
- GloveBox Generated Auto ID Cards
- Client Status - Verified vs Unverified Users
- Setting Up the EZLynx Import in GloveBoxCRM
- Add Phone Number & SMS Invites in GloveBoxHQ
- Update Your Phone System Messages to Encourage ClientHub Adoption
- Why Isn’t My Client Getting Their GloveBox Invite?
- How to Create a Custom Campaign in GloveBoxCRM & Use The Content from A Different Custom Campaign
- How to Adjusting Access to Contacts and Opportunities
- Understanding the Renewal Pipeline in GloveBoxCRM
- Documenting the Auto ID Card Legal Requirements for Each State
- Using PolicyAssist and Marketplace with HubSpot
- Let Your Clients Know About the Rollout Campaign
- How to Update Your DNS Records for Your White-Labeled App
- Enhanced Documents in GloveBoxHQ
- Auto ID Cards in GloveBoxHQ
Completing Your Account Set-Up
Email Campaigns to Promote GloveBox
Launching and the GloveBox Rollout
Agency Internal Process Updates
- Public Marketplace: How to Add a "Get a Quote" Button to Your Website
- Training360: The GloveBox Learning Hub
- Handling Document Requests (Auto ID Cards & More) Through ClientHub
- New Client Welcome Process Enhancements
- Renewal & Reshop Processes Using ClientHub
- Sending Quotes to Prospects Through ClientHub
- Updating Your Email Signature to Drive Engagement