The first step in setting up your sales automation software is to sign up for access to the Uptics platform at https://app.uptics.io/register.
Upon signing up, you will receive a notification in your email that you must click on to confirm. Once confirmed, you are ready to log into the sales automation software and begin the setup process.
Within this section of the help center, you will be guided through some of the basic steps needed to set your account up for success. I get it, sometimes it's easy to skip over some of this, but I promise you after going through the lessons you will be a pro at it!
We take pride in our software product and thus want to be able to offer top-notch service for any steps you are taking in this sales automation journey. If at any point you have any questions, issues, or obstacles, please reach out to us and we would be happy to help!
First things first, I would strongly recommend setting up an Onboarding Session.
You can reach out to us in one of the following ways:
Chat Support - Use our interactive chat support icon in the bottom left-hand corner of the screen while logged in to app.uptics.io. This is probably the easiest and most accessible, as we can share a wealth of information, articles, and product tours through this chat. See below!
Uptics University - Add a post on the respective lesson you are on or send a direct message.
Email - Send an email directly to [email protected].
Book a Meeting - click here!
Look for the Uptics Support Chat Widget on your Uptics Account and say "hello" quick!