Getting Started with GlassHouse

💡 What It Is

Welcome to GlassHouse! 👋
This section is your foundation for learning how the platform works — from your very first Reveal to managing leads, automating follow-ups, and tracking results.

Before your onboarding call, we recommend walking through each guide in this section to get familiar with your tools and navigation.

🎯 Why You Want to Use It

The Getting Started category helps you:

Understand where to start (and what to expect on each page).
Learn how leads move through your pipeline.
Set up automations and templates before training.
Build confidence using the platform on your own.

💡 Pro Tip: Bookmark this category — it’s the best place to revisit quick references, screenshots, and updates as new features are released.

🧭 Your GlassHouse Platform Overview

Here’s a quick look at what you’ll find in this section — each link below includes detailed screenshots and explanations for every page in the platform.

Article	What You’ll Learn
🔗Understanding the Reveal Map	How to search neighborhoods, filter properties, and reveal new prospect groups.
🔗Understanding the Sales Board	How to view, message, and manage leads as they move from Prospect → Warm → Hot.
🔗Understanding the Automations Page	How to automate messages for Warm and Hot leads and track results.
🔗Understanding the My Clients Page	How to view and manage your existing customer list.
🔗Understanding the Templates Page	How to create, edit, and organize reusable SMS and email templates.
🔗Understanding the Settings Page	How to manage company details, contact limits, users, and integrations.

🙋‍♀️ FAQs

Question	Answer
Do I need to complete this before onboarding?	Not required — but highly recommended! You’ll get more from your first call if you’re already familiar with the basics.
Can I revisit these later?	Absolutely. The Help Center is available 24/7 and updated weekly.
Where do I start if I’m brand new?	Begin with “Understanding the Reveal Map” — it’s the first step in your workflow.
Do I need admin access for everything here?	No — most features (like Sales Board and Templates) are available to all users. Only Settings and Integrations require admin access.

🧠 Pro Tips

Start with the Walkthrough video, then read through each “Understanding” doc.
Bookmark your Help Center homepage for faster access.
Revisit these guides any time you onboard new team members.
Check back monthly — we update the Help Center with new features and videos regularly.