Outbound & Sequencing

Everything you need to navigate and be successful with your Outbound Assets

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

Outbound Home Tab Tutorial

You can view, manage, and create all your content from a single page!

Written by Patrick Spielmann
Updated over a week ago

'Distribute Leads' via a Sequence step

How to use the distribute leads feature as a sequence step within Uptics?

Written by Dan Klein
Updated over a week ago

Outbound Navigation

General navigation on the Outbound tab inside Uptics

Written by Dan Klein
Updated over a week ago

Sequence Navigation

Navigating through the Sequence tab inside the Outbound module

Written by Dan Klein
Updated over a week ago

Email Template Navigation

Navigating through the Email tab inside the Outbound module

Written by Dan Klein
Updated over a week ago

Adding custom fields/variables to email and message templates

How to add custom fields/variables to my email and message templates?

Written by Dan Klein
Updated over a week ago

Sending a Test Email or Sequence

Steps to send an email test in Uptics

Written by Dan Klein
Updated over a week ago

SMS Template Navigation

Navigating through the SMS tab inside the Outbound module

Written by Dan Klein
Updated over a week ago

Adding prospects from one sequence to another?

Steps to add prospects from one sequence to another

Written by Dan Klein
Updated over a week ago

Sending a Test SMS

Steps to send an SMS test in Uptics

Written by Dan Klein
Updated over a week ago

Snippets Navigation

Navigating through the Snippets tab inside the Outbound module

Written by Dan Klein
Updated over a week ago

To-Do's (Task Template) Navigation

Navigating through the To-Do's tab inside the Outbound module

Written by Dan Klein
Updated over a week ago