Advanced Account Setup & Settings

This collection of articles will assist you in the Uptics Onboarding process from start to finish, ensuring you're ready to start closing more deals!

13 articles in this collection
Written by Dan Klein and Spinell Rodrigues

How do I upload images and use the Image Library in Uptics?

Steps to upload images into Uptics and save them in a cloud hosted library.

Written by Dan Klein
Updated this week

How to Link Accounts with Single Sign On (SSO)

Steps to link accounts in Uptics with a single sign on (sso).

Written by Dan Klein
Updated over a week ago

Uptics Setup Overview

How to gain access to Uptics and how to proceed with Support

Written by Spinell Rodrigues
Updated over a week ago

How to set your Profile Information in Uptics

Steps to set or change your first name, last name, login email, login password, and profile picture

Written by Dan Klein
Updated over a week ago

Creating Custom Fields within my Lists in Uptics Sales Automation Software

Steps to create custom property fields for your lists

Written by Dan Klein
Updated over a week ago

How to add Roles to Uptics

Steps to add Roles to different Users within Uptics

Written by Dan Klein
Updated over a week ago

How to include an Unsubscribe Link

Steps to include an unsubscribe link at the bottom of your prospecting emails sent from Uptics

Written by Dan Klein
Updated over a week ago

How to set your Preferences in System Settings

Steps to set your default time zone and date format in Uptics

Written by Dan Klein
Updated over a week ago

How to set the Power Dialer Buffer Time

Steps to adjust the time between power dialer phone calls in Uptics

Written by Dan Klein
Updated over a week ago

How to change the Call Outcome dropdown options

Steps to adjust your default call disposition options in Uptics

Written by Dan Klein
Updated over a week ago

How to set a Default Country Code

Steps to set a default country code in Uptics

Written by Dan Klein
Updated over a week ago

Determining your Lead and Deal Properties in Uptics

Steps to add or edit Lead Source, Lead Type, Lead Status, Deal Source, Deal Type, and Deal Stage Properties

Written by Dan Klein
Updated over a week ago

How to edit your Deal Status Indicator Thresholds

Steps to set and adjust the deal status indicator thresholds in Uptics

Written by Dan Klein
Updated over a week ago