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Sales Productivity
Sales Productivity
Uptics features to help with daily productivity
17 articles in this collection
Written by
Patrick Spielmann,
Dan Klein,
and
Spinell Rodrigues
Creating Snippet Groups and using them in Email Templates
Steps to create snippets, insert them into email template, and send a test email
Written by
Dan Klein
Updated over a week ago
How to set up Lead Scoring within Uptics
Steps to activate lead scoring and utilize it inside your account
Written by
Dan Klein
Updated over a week ago
Creating Custom Fields within my Lists in Uptics
Steps to create custom property fields for your lists
Written by
Dan Klein
Updated over a week ago
System Information Properties
Defining the system information properties to filter inside Uptics
Written by
Dan Klein
Updated over a week ago
Filtering for Prospects that have unsubscribed
Using the Email Subscription property to find out who has unsubscribed.
Written by
Dan Klein
Updated over a week ago
Multiple Deal Pipelines
Add, Clone & Manage different Deal Stages and Pipelines
Written by
Spinell Rodrigues
Updated over a week ago
Automatic Name Corrections
Fix capitalization issues, remove special characters, and purge defined keywords from names
Written by
Patrick Spielmann
Updated over a week ago
Connect Uptics to hundreds of other apps with Zapier
Connect Uptics to 2,000+ other web services.
Written by
Patrick Spielmann
Updated over a week ago
How to use Contacts within Uptics
Basic information on using contacts and the functions that can be performed in the Contact Details Popup
Written by
Dan Klein
Updated over a week ago
Contacts List Overview
Steps to navigate your Contacts List in Uptics
Written by
Spinell Rodrigues
Updated over a week ago
Contact Details (Quickview) Basics
Definitions and funtions within the 'quickview' area of the lists pages in Uptics
Written by
Spinell Rodrigues
Updated over a week ago
Contacts List - Custom Settings
Steps to customize columns, customize forms, create custom fields in Uptics
Written by
Spinell Rodrigues
Updated over a week ago
Using the Bulk Contact Functions
Steps to use bulk functions
Written by
Spinell Rodrigues
Updated over a week ago
How to Edit a Property for a Contact or Company
Steps to edit or change a contact or companies details in Uptics
Written by
Dan Klein
Updated over a week ago
Companies List Overview
Explanation of the differences between the Companies Lists and the Contacts Lists in Uptics
Written by
Spinell Rodrigues
Updated over a week ago
Deals List Overview
Explanation of the differences between the Deals Lists and the Contacts Lists in Uptics
Written by
Spinell Rodrigues
Updated over a week ago
Using the Search Bar and Filter
Steps to navigate and use the search bar and filter on the lists pages in Uptics
Written by
Spinell Rodrigues
Updated over a week ago