Sales Productivity

Uptics features to help with daily productivity

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18 articles in this collection
Written by Patrick Spielmann and Dan Klein

Bounce and OOO Detection

Bounced Emails and Out of Office Detection
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Written by Dan Klein
Updated over a week ago

Creating Snippet Groups and using them in Email Templates

Steps to create snippets, insert them into email template, and send a test email
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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
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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
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Written by Dan Klein
Updated over a week ago

System Information Properties

Defining the system information properties to filter inside Uptics
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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.
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Written by Dan Klein
Updated over a week ago

Multiple Deal Pipelines

Add, Clone & Manage different Deal Stages and Pipelines
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Written by Dan Klein
Updated over a week ago

Automatic Name Corrections

Fix capitalization issues, remove special characters, and purge defined keywords from names
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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.
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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
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Written by Dan Klein
Updated over a week ago

Contacts List Overview

Steps to navigate your Contacts List in Uptics
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Written by Dan Klein
Updated over a week ago

Contact Details (Quickview) Basics

Definitions and funtions within the 'quickview' area of the lists pages in Uptics
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Written by Dan Klein
Updated over a week ago

Contacts List - Custom Settings

Steps to customize columns, customize forms, create custom fields in Uptics
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Written by Dan Klein
Updated over a week ago

Using the Bulk Contact Functions

Steps to use bulk functions
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Written by Dan Klein
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
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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
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Written by Dan Klein
Updated over a week ago

Deals List Overview

Explanation of the differences between the Deals Lists and the Contacts Lists in Uptics
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Written by Dan Klein
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
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Written by Dan Klein
Updated over a week ago