Sales Productivity

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