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!

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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.
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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).
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Written by Dan Klein
Updated over a week ago

Uptics Setup Overview

How to gain access to Uptics and how to proceed with Support
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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
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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
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Written by Dan Klein
Updated over a week ago

How to add Roles to Uptics

Steps to add Roles to different Users within Uptics
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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
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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
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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
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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
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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
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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
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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
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Written by Dan Klein
Updated over a week ago