Once you have imported contacts, companies, or deals into Uptics, there may be instances in which you need to make bulk changes or edits to these leads, or enroll these leads directly into a Sequence via SmartList.

The video below covers the following:

  1. How to create a Static SmartList during the import process.

  2. How to add leads to an existing Static SmartList during the import process.

  3. How to filter and create a SmartList with leads from a recent or past import.

  4. How to use a SmartList, whether from an import or not, for auto-enrollment in a sequence.

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