Adding Additional Users in Uptics Sales Automation Software
At this point, you may be the only user in the system under your account. After following the steps of adding roles to your Account, you will be assigned the 'Admin' role within your company. At the point you want other individuals within your organization involved with the sales process, you will want to add them as a User in Uptics.
Adding a user in Uptics will send them an email link to join, at which point they will want to go through some of the same steps you have gone through thus far to set up their account. Every user will naturally have some of their own settings they will need to adjust, along with integrating their own email and phone numbers into the system.
To Add Users within Uptics:
While logged into Uptics, proceed to your Profile icon on the bottom left-hand side of the screen and click into your Settings.
Next, click on 'Users' under your Admin Settings.
To add a new user, proceed by clicking on the '+ Add' or '+Add User' button on the right-hand side of the screen.
Proceed by entering the details of the user you wish to add in the popup window, and finish by selecting their Role and Record Access permissions.
Click the 'Save' button and your new user will receive an email to join Uptics and will be present in the system.
From the User Settings page, you will have the ability to make any user within your organization 'Active' or 'Inactive' using the 'Status' Toggle on the left of each user.
Final Notes on Adding Roles and Additional Users to Uptics:
There are a lot of ways to approach the system roles you have defined, but remember, keep it simple to start out! The ability to scale your business and close more deals increases as more users and sales reps are added and able to use the multi-channel outbound prospecting approach our Sales Automation Software provides.
Furthermore, you can keep tabs on your team's tasks, deals, and correspondence with prospects using the advanced analytics we have built within the system - more on this is covered under Reporting.