How-To's

Simple, yet effective, how-to articles, GIFs, and videos for actions inside of Uptics

How to use the Plain Text Email Function

How to reauthenticate my inboxes?

How to Add a Note to a Contact Record

How to view the stats for the inboxes that are warming up.

How to send a Scheduled 'one-on-one' Email under the 'Contact Details' popup?

How to Import Contacts, Companies, and Deals into Uptics via CSV File

How to Edit the Email Signatures for my Inboxes

How to Edit, Approve & Complete an Intro Lyne from the 'Contact Details' Page?

How to add a Deal from a sequence step?

How to Schedule/Pause an Email to be sent in a sequence?

How to Edit, Approve & Complete an Intro Lyne from the 'Sales Inbox' within Uptics?

Assigning a 'Contact Owner' to prospects enrolled in a sequence

Adding a 'Tag' to prospects enrolled in a sequence

Adding contact property merge fields to email and message templates

How to include an SMS Unsubscribe option

How to resume Contacts in a Sequence

How to Bulk Unenroll Contacts from a Sequence

How to see my email replies in the Sales Inbox

What is the Sales Inbox?

How to use the integrations inside Uptics

How to log phone call notes and schedule a follow-up phone call

How to make a single phone call to a Contact

How to send a single SMS to a Contact

How to set an email to send later

How to write a single email to a contact or deal

How to delete a single Contact or Deal Record

How to edit or delete a custom field property from Uptics

How to create and edit a custom field property

How to manually add a single contact, company, or deal record

How to customize the form when manually creating contacts or deals

How to remove contacts from a static list

How to add contacts to a static list

How to validate a single email address

How to bulk edit a contact property

How to bulk remove a tag from a list of contacts

How to bulk tag a list of contacts

How to remove a tag from a single contact record

How to apply a tag to a single contact record

How to delete a tag from your database collection

How to change the name of a tag

How to create a tag in Uptics

Can I directly dial a number that isn't attached to a contact record?

How to test your sound and change your microphone for outbound phone calls

How to switch between outbound calling Phone Numbers

How to pause, exit, or start the next call when using the Power Dialer

How to use the Power Dialer

How to manually enroll contacts into a Sequence

How to send a Bulk SMS

How to send a Bulk Email

How to use the Search SmartLists function

How to re-order your SmartLists

How to make a SmartList visible or not

How to edit or change the name of a SmartList

How to add a Filter to my Contacts List

How to switch between People and Company Lists

How to Customize the Columns on the Contacts List Pages

How to Bulk Delete Contact or Deal Records

How to change the Call Outcome dropdown options

How to export data from Uptics?

How to Configure Microsoft SMTP Authentication for Sending Emails

How to Integrate 3rd Party Application into Uptics with Webhooks