Resources for GloveBox CRM Clients
Better Agency and GloveBox have joined forces! Check out our library of Better Agency help articles and explainer videos.
- GloveBox and Better Agency have joined forces!
- CRM Exit File: What Data You’ll Receive When Canceling Service
- Set Up Text Messaging in GloveBoxCRM
- How to Enable SMS in GloveBoxCRM: Your Guide to TCR Compliance
- How to Add Policy Types & Carriers to Your GloveBoxCRM Account
- How to Change Your Email Address in GloveBoxCRM
- Welcome to GloveBox CRM, formerly Better Agency: A Comprehensive Onboarding Guide
- How to Improve Email Deliverability by Authenticating Your Domain with GloveBoxCRM
GloveBox CRM Account Setup
- Setting Up Your GloveBox CRM Account
- Importing Your Contacts into the CRM, formerly Better Agency
- How to Edit Your Email Signature in GloveBox CRM, formerly Better Agency
- Setting Up Carriers, Carrier Commissions, and Lines of Business in GloveBox CRM, formerly Better Agency
- TCR Compliance and Registration in Better Agency
- Connecting Your GloveBox CRM Account to Zapier
- Adding Team Members and Setting Up Relationship Routing in GloveBox CRM, formerly Better Agency
- Getting Started with Email Syncing in GloveBox CRM, formerly Better Agency
- Syncing Your Gmail Account with GloveBox CRM, formerly Better Agency
- Granting GloveBox CRM Customer Support Access to Your Account
- Setting Up Your Profile in GloveBox CRM, formerly Better Agency
- Adding a Carrier in GloveBox CRM, formerly Better Agency
Managing Service with GloveBox CRM
- Handling Claims with GloveBox CRM, formerly Better Agency
- How to Sync Your Service Email with GloveBoxCRM
- How to Connect PolicyAssist to GloveBoxCRM Service Center
- Leveraging the GloveBox CRM Service Center, formerly Better Agency
- Managing Linked Contacts within GloveBox CRM, formerly Better Agency
- Unlinking a Contact in GloveBox CRM, Formerly Better Agency
Utilizing GloveBox CRM's Pipelines
- Managing Your Sales Pipeline in GloveBox CRM, Formerly Better Agency
- Cross-Selling with GloveBox CRM, formerly Better Agency
- Customizing Your Sales Pipeline Stages in GloveBox CRM, formerly Better Agency
- Exploring the GloveBox CRM Renewal Pipeline, formerly Better Agency
- Managing Renewals with GloveBox CRM’s Renewal Pipeline, formerly Better Agency
- Splitting Sales Opportunities within Better Agency CRM
- Understanding X-Dates and Managing Them in GloveBox CRM, Formerly Better Agency
- Generating Renewal Reports in GloveBox CRM, formerly Better Agency
- Tracking New Business in GloveBox CRM, formerly Better Agency