Uptics

Bounced Emails and Out of Office Detection

Bounce and OOO Detection

Steps to create snippets, insert them into email template, and send a test email

Creating Snippet Groups and using them in Email Templates

Steps to activate lead scoring and utilize it inside your account

How to set up Lead Scoring within Uptics

Defining the system information properties to filter inside Uptics

System Information Properties

Using the Email Subscription property to find out who has unsubscribed.

Filtering for Prospects that have unsubscribed

Add, Clone & Manage different Deal Stages and Pipelines

Multiple Deal Pipelines

Fix capitalization issues, remove special characters, and purge defined keywords from names

Automatic Name Corrections

Connect Uptics to 2,000+ other web services.

Connect Uptics to hundreds of other apps with Zapier

Basic information on using contacts and the functions that can be performed in the Contact Details Popup

How to use Contacts within Uptics

Steps to navigate your Contacts List in Uptics

Contacts List Overview

Definitions and funtions within the 'quickview' area of the lists pages in Uptics

Contact Details (Quickview) Basics

Steps to customize columns, customize forms, create custom fields in Uptics

Contacts List - Custom Settings

Using the Bulk Contact Functions

Steps to edit or change a contact or companies details in Uptics

How to Edit a Property for a Contact or Company

Explanation of the differences between the Companies Lists and the Contacts Lists in Uptics

Companies List Overview

Explanation of the differences between the Deals Lists and the Contacts Lists in Uptics

Deals List Overview

Steps to navigate and use the search bar and filter on the lists pages in Uptics

Using the Search Bar and Filter

Dan Klein

Patrick Spielmann

Uptics features to help with daily productivity

Sales Productivity

Uptics Login

Uptics University

Uptics Homepage

What's New

Find answers and get help from Intercom Support and Community Experts

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